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iShares MSCI EAFE Value Index shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 99k 57.53
2024-06-30 $5.2M 98k 53.04
2024-03-31 $5.0M 92k 54.40
2023-12-31 $5.1M 100k 51.19
2023-09-30 $4.5M 96k 47.25
2023-06-30 $4.1M 84k 48.94
2023-03-31 $4.2M 85k 49.44
2022-12-31 $2.4M 53k 45.88
2022-09-30 $1.9M 45k 41.30
2022-06-30 $2.0M 46k 43.41
2022-03-31 $1.8M 36k 49.04
2021-09-30 $556k 11k 50.85
2021-06-30 $534k 10k 51.79
2021-03-31 $452k 8.9k 50.94
2020-12-31 $217k 4.6k 47.16
2020-09-30 $181k 4.5k 40.28
2020-06-30 $178k 4.5k 39.89
2020-03-31 $167k 4.7k 35.75
2019-12-31 $180k 3.6k 49.86
2019-09-30 $194k 4.1k 47.46
2019-06-30 $156k 3.3k 47.94
2019-03-31 $155k 3.2k 48.97
2018-12-31 $120k 2.7k 45.20
2018-09-30 $216k 4.2k 52.02
2018-06-30 $209k 4.1k 51.29
2018-03-31 $251k 4.6k 54.45
2017-12-31 $212k 3.8k 55.15
2017-09-30 $203k 3.7k 54.70
2017-06-30 $192k 3.7k 51.74
2017-03-31 $180k 3.6k 50.20
2016-12-31 $167k 3.5k 47.20

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

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