iShares MSCI EAFE Value Index shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 77k | 67.83 |
| 2025-06-30 | $5.0M | 79k | 63.48 |
| 2025-03-31 | $4.9M | 83k | 58.94 |
| 2024-12-31 | $4.4M | 84k | 52.47 |
| 2024-09-30 | $4.8M | 83k | 57.53 |
| 2024-06-30 | $4.4M | 83k | 53.04 |
| 2024-03-31 | $4.5M | 83k | 54.40 |
| 2023-12-31 | $4.4M | 84k | 52.10 |
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