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iShares MSCI EAFE Value Index shares owned by Powell Investment Advisors

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

Historical chart of Powell Investment Advisors 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 Powell Investment Advisors 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 Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 738 54.41
2023-12-31 $39k 738 52.11
2023-09-30 $36k 725 48.92
2023-06-30 $36k 725 48.93
2023-03-31 $34k 706 48.53
2022-12-31 $32k 706 45.88
2022-09-30 $27k 698 38.68
2022-06-30 $30k 698 42.98
2022-03-31 $34k 676 50.30
2021-12-31 $34k 675 50.37
2021-09-30 $34k 661 51.44
2021-06-30 $34k 661 51.44
2021-03-31 $33k 650 50.77
2020-12-31 $31k 650 47.69
2020-09-30 $26k 641 40.56
2020-06-30 $26k 641 40.56
2020-03-31 $241k 6.8k 35.68