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iShares MSCI EAFE Value Index shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $41M 720k 57.53
2024-06-30 $18M 339k 53.04
2024-03-31 $27M 491k 54.40
2023-12-31 $34M 645k 52.10
2023-09-30 $36M 725k 48.93
2023-06-30 $24M 486k 48.94
2023-03-31 $24M 489k 48.53
2022-12-31 $28M 605k 45.88
2022-09-30 $21M 537k 38.53
2022-06-30 $32M 738k 43.40
2022-03-31 $38M 763k 50.26
2021-12-31 $39M 773k 50.39
2021-09-30 $40M 788k 50.85
2021-06-30 $37M 706k 51.76
2021-03-31 $28M 557k 50.97
2020-12-31 $5.0M 107k 47.20
2020-09-30 $4.5M 112k 40.35
2020-06-30 $4.2M 104k 39.97
2019-12-31 $4.9M 99k 49.93
2019-09-30 $2.5M 54k 47.38
2019-06-30 $2.4M 54k 44.22
2019-03-31 $2.7M 55k 48.87
2018-12-31 $2.2M 48k 45.22
2018-09-30 $3.4M 66k 51.92
2018-06-30 $2.2M 43k 51.35
2018-03-31 $2.1M 39k 54.56
2017-12-31 $2.5M 45k 55.20
2017-09-30 $2.8M 52k 54.60
2017-06-30 $2.4M 46k 51.71
2017-03-31 $1.1M 22k 50.30
2016-12-31 $589k 13k 47.27
2016-09-30 $216k 4.7k 46.12
2016-03-31 $411k 9.2k 44.91
2015-09-30 $223 10 22.30

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

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