iShares MSCI EAFE Value Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $443k | 7.0k | 63.48 |
| 2025-03-31 | $262k | 4.5k | 58.94 |
| 2024-12-31 | $291k | 5.6k | 52.47 |
| 2024-09-30 | $331k | 5.8k | 57.53 |
| 2024-06-30 | $81k | 1.5k | 53.04 |
| 2024-03-31 | $115k | 2.1k | 54.40 |
| 2023-12-31 | $206k | 4.0k | 52.10 |
| 2023-09-30 | $203k | 4.1k | 48.93 |
| 2023-06-30 | $145k | 3.0k | 48.94 |
| 2023-03-31 | $136k | 2.8k | 48.53 |
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