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iShares MSCI EAFE Value Index shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $353k 6.1k 57.53
2024-06-30 $333k 6.3k 53.04
2024-03-31 $373k 6.9k 54.40
2023-12-31 $715k 14k 52.10
2023-09-30 $458k 9.4k 48.93
2023-06-30 $473k 9.7k 48.94
2023-03-31 $361k 7.4k 48.53
2022-12-31 $351k 7.6k 45.88

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Delap Wealth Advisory

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index