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iShares MSCI EAFE Value Index shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $690k 13k 54.40
2023-12-31 $1.1M 21k 52.10
2023-09-30 $881k 18k 48.93
2023-06-30 $265k 5.4k 48.94

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index