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iShares MSCI EAFE Value Index shares owned by Merriman Wealth Management

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 87k 57.53
2024-06-30 $4.8M 90k 53.04
2024-03-31 $4.9M 91k 54.40
2023-09-30 $5.1M 104k 48.93
2023-06-30 $5.3M 108k 48.94
2023-03-31 $5.6M 116k 48.53
2022-12-31 $5.2M 113k 45.88
2022-09-30 $608k 16k 38.56
2022-06-30 $771k 18k 43.42
2022-03-31 $887k 18k 50.24
2021-12-31 $983k 20k 50.38
2021-09-30 $989k 20k 50.84
2021-06-30 $1.2M 24k 51.76
2021-03-31 $1.3M 26k 50.98
2020-12-31 $1.2M 26k 47.22
2020-09-30 $1.1M 28k 40.36
2020-06-30 $1.2M 29k 39.96
2020-03-31 $461k 13k 35.69
2019-12-31 $706k 14k 49.96
2019-09-30 $720k 15k 47.37
2019-06-30 $6.7M 14k 482.98
2019-03-31 $696k 14k 48.87
2018-12-31 $964k 21k 46.31
2018-09-30 $7.4M 142k 51.92
2018-06-30 $665k 13k 51.33
2018-03-31 $705k 13k 54.55
2016-09-30 $705k 15k 46.13
2015-09-30 $1.6M 35k 46.29
2013-12-31 $15M 269k 57.20
2013-09-30 $15M 270k 54.41
2013-03-31 $13M 262k 49.74

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

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