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iShares MSCI EAFE Value Index shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in iShares MSCI EAFE Value Index

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All positions including iShares MSCI EAFE Value Index held by Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 35k 57.53
2024-06-30 $1.1M 20k 53.04
2024-03-31 $1.3M 24k 54.40
2023-12-31 $1.5M 29k 52.10
2023-09-30 $1.3M 27k 48.93
2023-06-30 $1.5M 30k 48.94
2023-03-31 $2.6M 54k 48.53
2022-12-31 $2.8M 62k 45.88
2022-09-30 $2.4M 63k 38.53
2022-06-30 $3.4M 77k 43.40
2022-03-31 $3.6M 73k 50.27
2021-12-31 $4.0M 80k 50.39
2021-09-30 $3.8M 74k 50.85
2021-06-30 $3.5M 69k 51.75
2021-03-31 $2.3M 45k 50.98
2020-12-31 $561k 12k 47.23
2020-09-30 $476k 12k 40.31
2020-06-30 $452k 11k 39.93
2020-03-31 $445k 13k 35.69
2019-12-31 $436k 8.7k 49.88
2019-09-30 $248k 5.2k 47.40
2019-06-30 $149k 3.1k 48.46
2019-03-31 $41k 848 48.35
2018-12-31 $37k 822 45.01
2018-09-30 $43k 822 52.31
2018-06-30 $38k 745 51.01
2018-03-31 $114k 2.1k 53.65
2017-12-31 $103k 1.8k 57.25
2017-09-30 $50k 927 53.94
2017-06-30 $41k 788 52.03
2017-03-31 $23k 463 49.68
2016-12-31 $26k 526 49.43

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View all positions for Patriot Financial Group Insurance Agency

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