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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
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

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

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
Janney Montgomery Scott
Bank of New York Mellon
Alliancebernstein
Baird Financial

View all funds holding iShares MSCI EAFE Value Index