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iShares MSCI EAFE Value Index shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 151k 57.53
2024-06-30 $8.0M 151k 53.04
2023-12-31 $7.1M 136k 52.41
2023-09-30 $128k 2.6k 49.81
2023-06-30 $4.1M 83k 49.14
2023-03-31 $4.1M 83k 49.10

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

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