iShares MSCI EAFE Value Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co 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 Cassaday & Co 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 Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 7.5k | 67.83 |
| 2025-06-30 | $480k | 7.6k | 63.48 |
| 2025-03-31 | $479k | 8.1k | 58.94 |
| 2024-12-31 | $442k | 8.4k | 52.47 |
| 2024-09-30 | $860k | 15k | 57.53 |
| 2024-06-30 | $11M | 211k | 53.04 |
| 2024-03-31 | $12M | 213k | 54.40 |
| 2023-12-31 | $11M | 215k | 52.10 |
| 2023-09-30 | $11M | 214k | 48.93 |
| 2023-06-30 | $11M | 217k | 48.94 |
| 2023-03-31 | $11M | 223k | 48.53 |
| 2022-12-31 | $19M | 408k | 45.88 |
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