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iShares MSCI EAFE Value Index shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 923 57.53
2024-06-30 $49k 923 53.04
2024-03-31 $50k 923 54.40
2023-12-31 $48k 923 52.10
2023-09-30 $45k 923 48.93
2023-06-30 $45k 923 48.94
2023-03-31 $45k 923 48.53

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View all positions for Atlantic Private Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index