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iShares MSCI EAFE Value Index shares owned by Baystate Wealth Management

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

Historical chart of Baystate 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 Baystate 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 72k 52.10
2023-09-30 $3.8M 78k 48.93
2023-06-30 $2.6M 54k 48.94
2023-03-31 $2.3M 48k 48.53
2022-12-31 $2.7M 59k 45.88
2022-09-30 $1.6M 41k 38.52
2022-06-30 $1.9M 43k 43.40
2022-03-31 $1.5M 31k 50.25
2021-12-31 $1.3M 26k 50.39
2021-09-30 $830k 16k 50.85
2021-06-30 $642k 12k 51.78
2021-03-31 $524k 10k 50.94
2018-12-31 $1.0k 2 500.00
2018-09-30 $1.0k 2 500.00
2018-06-30 $5.0k 96 52.08
2018-03-31 $11k 198 55.56
2017-12-31 $24k 413 58.11