iShares MSCI EAFE Value Index shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $807k | 14k | 57.53 |
| 2024-06-30 | $788k | 15k | 53.04 |
| 2024-03-31 | $810k | 15k | 54.40 |
| 2023-12-31 | $908k | 17k | 52.10 |
| 2023-09-30 | $755k | 15k | 48.93 |
| 2023-06-30 | $938k | 19k | 48.94 |
| 2023-03-31 | $978k | 20k | 48.53 |
| 2022-12-31 | $575k | 13k | 45.88 |
| 2022-06-30 | $621k | 14k | 43.38 |
| 2022-03-31 | $752k | 15k | 50.24 |
| 2021-12-31 | $726k | 14k | 50.40 |
| 2021-09-30 | $723k | 14k | 50.83 |
| 2021-06-30 | $736k | 14k | 51.74 |
| 2021-03-31 | $725k | 14k | 50.97 |
| 2020-12-31 | $690k | 15k | 47.17 |
| 2015-12-31 | $795k | 17k | 46.53 |
| 2015-09-30 | $1.5M | 33k | 46.28 |
| 2015-06-30 | $255k | 4.9k | 52.37 |
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