iShares MSCI EAFE Value Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.6M | 61k | 74.35 |
| 2025-12-31 | $3.2M | 45k | 71.41 |
| 2025-09-30 | $3.1M | 46k | 68.49 |
| 2025-06-30 | $2.9M | 45k | 65.23 |
| 2025-03-31 | $2.6M | 44k | 58.94 |
| 2024-12-31 | $2.3M | 44k | 52.47 |
| 2024-09-30 | $3.0M | 52k | 57.53 |
| 2024-06-30 | $201k | 3.8k | 53.04 |
| 2024-03-31 | $240k | 4.4k | 54.20 |
| 2023-12-31 | $228k | 4.4k | 52.10 |
| 2023-09-30 | $394k | 8.0k | 48.93 |
| 2023-06-30 | $350k | 7.2k | 48.94 |
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