iShares MSCI EAFE Value Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares MSCI EAFE Value Index
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All positions including iShares MSCI EAFE Value Index held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares MSCI EAFE Value Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $670k | 9.9k | 67.83 |
| 2025-06-30 | $582k | 9.2k | 63.48 |
| 2025-03-31 | $509k | 8.6k | 58.94 |
| 2024-12-31 | $435k | 8.3k | 52.47 |
| 2024-09-30 | $461k | 8.0k | 57.53 |
| 2024-06-30 | $425k | 8.0k | 53.04 |
| 2024-03-31 | $433k | 8.0k | 54.40 |
| 2023-12-31 | $413k | 7.9k | 52.10 |
| 2023-09-30 | $381k | 7.8k | 48.93 |
| 2023-06-30 | $381k | 7.8k | 48.94 |
| 2023-03-31 | $309k | 6.4k | 48.53 |
| 2022-12-31 | $264k | 5.8k | 45.88 |
| 2022-09-30 | $305k | 7.9k | 38.53 |
| 2022-06-30 | $922k | 21k | 43.40 |
| 2022-03-31 | $1.1M | 21k | 50.26 |
| 2021-12-31 | $1.0M | 20k | 50.39 |
| 2021-09-30 | $901k | 18k | 50.85 |
| 2021-06-30 | $871k | 17k | 51.76 |
| 2021-03-31 | $8.6M | 440k | 19.62 |
| 2020-12-31 | $16k | 340 | 47.25 |
| 2020-09-30 | $1.1k | 28 | 40.36 |
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