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iShares MSCI EAFE Value Index shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 384k 57.53
2024-06-30 $27M 507k 53.04
2024-03-31 $27M 500k 54.40
2023-12-31 $24M 452k 52.10
2023-09-30 $21M 429k 48.93
2023-06-30 $488k 10k 48.94
2023-03-31 $484k 10k 48.53
2022-12-31 $461k 10k 45.88
2022-09-30 $523k 13k 40.44
2022-06-30 $544k 13k 42.06
2022-03-31 $648k 13k 50.28
2021-12-31 $649k 13k 50.41
2021-09-30 $649k 13k 50.82
2021-06-30 $672k 13k 51.79
2021-03-31 $657k 13k 50.94
2020-12-31 $605k 13k 47.17
2020-09-30 $1.1M 26k 40.35
2020-06-30 $1.0M 26k 39.97
2020-03-31 $1.1M 32k 35.69
2019-12-31 $1.6M 32k 49.93
2019-09-30 $1.6M 34k 47.36
2019-06-30 $1.6M 34k 48.06
2019-03-31 $1.8M 38k 48.88
2018-12-31 $1.7M 38k 45.21

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Mega Cap Index (MGC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for MA Private Wealth

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