iShares MSCI EAFE Value Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares MSCI EAFE Value Index
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All positions including iShares MSCI EAFE Value Index held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $91M | 1.6M | 57.53 |
| 2024-06-30 | $84M | 1.6M | 53.04 |
| 2024-03-31 | $84M | 1.5M | 54.40 |
| 2023-12-31 | $77M | 1.5M | 52.10 |
| 2023-09-30 | $67M | 1.4M | 48.93 |
| 2023-06-30 | $63M | 1.3M | 48.94 |
| 2023-03-31 | $59M | 1.2M | 48.53 |
| 2022-12-31 | $51M | 1.1M | 45.88 |
| 2022-09-30 | $39M | 1.0M | 38.53 |
| 2022-06-30 | $33M | 758k | 43.40 |
| 2022-03-31 | $37M | 744k | 50.26 |
| 2021-12-31 | $36M | 720k | 50.39 |
| 2021-09-30 | $33M | 650k | 50.85 |
| 2021-06-30 | $29M | 566k | 51.76 |
| 2021-03-31 | $24M | 469k | 50.97 |
| 2020-12-31 | $21M | 437k | 47.20 |
| 2020-09-30 | $15M | 379k | 40.35 |
| 2020-06-30 | $14M | 338k | 39.97 |
| 2020-03-31 | $11M | 304k | 35.69 |
| 2019-12-31 | $6.4M | 128k | 49.93 |
| 2019-09-30 | $4.9M | 103k | 47.37 |
| 2019-06-30 | $3.4M | 71k | 48.07 |
| 2019-03-31 | $1.8M | 36k | 48.88 |
| 2018-12-31 | $2.2M | 48k | 45.21 |
| 2018-06-30 | $410k | 8.0k | 51.35 |
| 2015-06-30 | $256k | 4.9k | 52.24 |
| 2015-03-31 | $261k | 4.9k | 53.27 |
| 2014-12-31 | $250k | 4.9k | 51.02 |
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