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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
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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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

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