Capasso Planning Partners »

iShares MSCI EAFE Value Index shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners 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 Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $590k 11k 54.40
2023-12-31 $530k 10k 52.10
2023-09-30 $433k 8.8k 48.93
2023-06-30 $386k 7.9k 48.94
2023-03-31 $335k 6.9k 48.53

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Us Bancorp
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
CWM
Park Avenue Securities
Bank of America Corporation
Auto-Owners Insurance
Pnc Financial Services
BlackRock
Janney Montgomery Scott
M^T Bank Corporation
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index