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iShares MSCI EAFE Value Index shares owned by Clune & Associates

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Clune & Associates from 13F filings

Historical chart of Clune & Associates 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 Clune & Associates 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 Clune & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 17k 67.83
2025-06-30 $1.0M 16k 63.48
2025-03-31 $742k 13k 58.94
2024-12-31 $661k 13k 52.47

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Vanguard Bd Index Fds Short Trm Bond (BSV)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Clune & Associates

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
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Jpmorgan Chase & Co
Us Bancorp
Morgan Stanley
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Jones Financial Companies, L.L
CWM
Park Avenue Securities
Ameriprise Financial
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index