iShares MSCI EAFE Value Index shares owned by Capstone Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Capstone Wealth Management
from 13F filings
Historical chart of Capstone 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 Capstone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares MSCI EAFE Value Index by Capstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $412k | 5.8k | 71.41 |
| 2025-09-30 | $391k | 5.8k | 67.83 |
| 2025-06-30 | $366k | 5.8k | 63.48 |
| 2025-03-31 | $340k | 5.8k | 58.94 |
| 2024-12-31 | $303k | 5.8k | 52.47 |
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