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iShares MSCI EAFE Value Index shares owned by Napatree Capital

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

Historical chart of Napatree Capital 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 Napatree Capital 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 Napatree Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 102k 57.53
2024-06-30 $5.6M 106k 53.04
2024-03-31 $5.3M 99k 53.47
2023-12-31 $4.9M 95k 52.10

More positions owned by Napatree Capital

Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Bally's Corp (BALY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Napatree Capital

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
LPL Financial
Jpmorgan Chase & Co
Us Bancorp
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Morgan Stanley
Bank of America Corporation
BlackRock
Park Avenue Securities
CWM
Alliancebernstein
Ameriprise Financial
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index