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iShares MSCI EAFE Value Index shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $459k 8.8k 52.10
2022-12-31 $875k 19k 45.88
2022-09-30 $345k 9.0k 38.55
2022-06-30 $395k 9.1k 43.40
2022-03-31 $532k 11k 50.28
2021-09-30 $476k 9.4k 50.85
2021-06-30 $422k 8.2k 51.72
2021-03-31 $247k 4.8k 51.03