iShares MSCI EAFE Value Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $201k | 3.8k | 53.04 |
| 2024-03-31 | $206k | 3.8k | 54.40 |
| 2023-12-31 | $197k | 3.8k | 52.10 |
| 2023-09-30 | $185k | 3.8k | 48.93 |
| 2023-06-30 | $221k | 4.5k | 48.94 |
| 2023-03-31 | $134k | 2.8k | 48.52 |
| 2022-12-31 | $127k | 2.8k | 45.87 |
| 2022-09-30 | $153k | 4.0k | 38.30 |
| 2022-06-30 | $193k | 4.5k | 43.19 |
| 2022-03-31 | $252k | 5.0k | 50.21 |
| 2021-12-31 | $253k | 5.0k | 50.43 |
| 2021-09-30 | $254k | 5.0k | 50.77 |
| 2021-06-30 | $259k | 5.0k | 51.77 |
| 2021-03-31 | $277k | 5.4k | 50.96 |
| 2014-12-31 | $128k | 2.5k | 51.04 |
| 2014-09-30 | $136k | 2.5k | 54.49 |
| 2014-06-30 | $145k | 2.5k | 58.54 |
| 2014-03-31 | $164k | 2.9k | 57.42 |
| 2013-12-31 | $198k | 3.5k | 57.13 |
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