Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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