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iShares MSCI EAFE Value Index shares owned by Partners Capital Investment Group

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

Historical chart of Partners Capital Investment Group 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 Partners Capital Investment Group 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 Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 72k 52.10
2023-09-30 $3.5M 72k 48.93
2023-06-30 $3.5M 72k 48.94
2023-03-31 $294k 6.0k 48.53
2022-12-31 $278k 6.0k 45.88
2022-09-30 $811k 21k 38.52
2022-06-30 $914k 21k 43.41

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Value ETF Value Etf (VTV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Ssga Active Etf Tr blkstn gsosrln (SRLN)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard Mun Bd Fd In mutual (VWSUX)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)

View all positions for Partners Capital Investment Group

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