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iShares MSCI EAFE Value Index shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.0M 82k 48.93
2023-03-31 $3.2M 66k 48.53
2022-12-31 $3.2M 68k 47.93
2022-09-30 $2.6M 66k 39.14
2022-06-30 $2.6M 60k 43.41
2022-03-31 $3.7M 75k 49.75
2021-12-31 $3.5M 70k 50.39
2021-09-30 $3.6M 70k 51.16
2021-03-31 $3.4M 65k 51.89
2020-12-31 $2.9M 60k 49.46
2020-06-30 $1.5M 37k 40.01
2020-03-31 $1.1M 30k 35.68
2019-12-31 $1.1M 21k 49.99
2019-09-30 $597k 13k 46.06
2013-12-31 $1.0k 16 62.50