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
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

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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Divid Etf (SDY)
Oracle Corporation (ORCL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Neumann Capital Management

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index