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iShares MSCI EAFE Value Index shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 87k 57.53
2024-06-30 $2.2M 41k 53.04
2024-03-31 $3.4M 62k 54.40
2023-09-30 $5.0M 103k 48.93
2023-06-30 $3.4M 69k 48.94
2023-03-31 $3.2M 65k 48.53
2022-12-31 $6.1M 133k 45.88
2022-09-30 $2.9M 75k 38.53
2022-06-30 $3.6M 84k 43.39
2022-03-31 $3.7M 74k 50.26
2021-12-31 $3.8M 76k 50.39
2021-09-30 $3.9M 76k 50.84
2021-06-30 $3.5M 68k 51.75
2021-03-31 $3.1M 62k 50.98
2018-09-30 $69k 1.4k 49.53
2018-06-30 $72k 1.4k 51.69
2018-03-31 $76k 1.4k 54.56