iShares MSCI EAFE Value Index shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence 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 Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares MSCI EAFE Value Index by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $923k | 20k | 47.38 |
| 2020-06-30 | $408k | 10k | 40.00 |
| 2020-03-31 | $633k | 18k | 35.69 |
| 2019-12-31 | $973k | 20k | 49.95 |
| 2019-09-30 | $923k | 20k | 47.38 |
| 2019-06-30 | $936k | 20k | 48.05 |
| 2019-03-31 | $952k | 20k | 48.87 |
| 2018-12-31 | $1.8M | 39k | 45.22 |
| 2016-12-31 | $202k | 4.3k | 47.34 |
| 2015-12-31 | $834k | 18k | 46.52 |
More positions owned by Confluence Wealth Management
View all positions for Confluence Wealth Management
Top funds holding iShares MSCI EAFE Value Index
View all funds holding iShares MSCI EAFE Value Index