iShares MSCI EAFE Value Index shares owned by Peterson Financial Group
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Peterson Financial Group
from 13F filings
Historical chart of Peterson Financial Group investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Peterson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $784k | 14k | 57.53 |
| 2024-06-30 | $766k | 14k | 53.04 |
| 2024-03-31 | $737k | 14k | 54.40 |
| 2023-12-31 | $760k | 15k | 52.10 |
| 2023-09-30 | $599k | 12k | 48.93 |
| 2023-06-30 | $698k | 14k | 48.94 |
| 2023-03-31 | $606k | 13k | 48.53 |
| 2022-12-31 | $758k | 17k | 45.88 |
| 2022-09-30 | $651k | 17k | 38.53 |
| 2022-06-30 | $751k | 17k | 43.40 |
| 2022-03-31 | $954k | 19k | 50.26 |
| 2021-12-31 | $2.9M | 58k | 50.37 |
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