Neumann Capital Management »

iShares MSCI EAFE Value Index shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital 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 Neumann Capital 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 Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 30k 57.53
2024-06-30 $1.6M 30k 53.04
2024-03-31 $1.6M 30k 54.40
2023-12-31 $1.6M 30k 52.10
2023-09-30 $1.5M 30k 48.93
2023-06-30 $1.4M 28k 48.94
2023-03-31 $1.5M 31k 48.53
2022-12-31 $1.4M 31k 45.88
2022-09-30 $1.2M 30k 38.54
2022-06-30 $1.3M 30k 43.39
2022-03-31 $1.6M 31k 50.26
2021-12-31 $1.6M 31k 50.39
2021-09-30 $1.6M 31k 50.87
2021-06-30 $1.6M 31k 51.76
2021-03-31 $1.6M 32k 50.96
2020-12-31 $1.5M 33k 47.22
2020-09-30 $1.5M 37k 40.36
2020-06-30 $1.4M 35k 39.98
2020-03-31 $1.2M 34k 35.70
2019-12-31 $1.4M 27k 49.94
2019-09-30 $1.3M 26k 47.36
2019-06-30 $1.3M 27k 48.08
2019-03-31 $1.3M 27k 48.89
2018-12-31 $1.3M 29k 45.24
2018-09-30 $1.9M 37k 51.92
2018-06-30 $1.8M 36k 51.33
2018-03-31 $1.9M 35k 54.54
2017-12-31 $1.3M 24k 55.20
2017-09-30 $1.1M 21k 54.59
2017-06-30 $967k 19k 51.73
2017-03-31 $852k 17k 50.32
2016-12-31 $592k 13k 47.25
2016-09-30 $291k 6.3k 46.12
2016-06-30 $353k 8.2k 43.00
2016-03-31 $368k 8.2k 44.82
2015-12-31 $382k 8.2k 46.53
2015-09-30 $380k 8.2k 46.29
2015-06-30 $318k 6.1k 52.39
2015-03-31 $215k 4.0k 53.35
2014-12-31 $206k 4.0k 51.12

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital 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