PBWM Holdings »

iShares MSCI EAFE Value Index shares owned by PBWM Holdings

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

Historical chart of PBWM Holdings 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 PBWM Holdings 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 PBWM Holdings

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.0M 62k 48.53
2022-12-31 $2.3M 51k 45.88
2022-06-30 $419k 9.7k 43.42
2022-03-31 $2.7M 55k 50.25

More positions owned by PBWM Holdings

Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)
iShares MSCI EAFE Index ETF Msci Eafe Etf (EFA)
Apple (AAPL)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
iShares S&P Midcap 400 ETF Core S&p Mcp Etf (IJH)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
iShares Russell 1000 ETF Rus 1000 Etf (IWB)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Value ETF Value Etf (VTV)

View all positions for PBWM Holdings

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