iShares MSCI EAFE Value Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $436k | 8.3k | 52.47 |
| 2024-09-30 | $465k | 8.1k | 57.53 |
| 2024-06-30 | $333k | 6.3k | 53.04 |
| 2024-03-31 | $408k | 7.5k | 54.40 |
| 2023-12-31 | $450k | 8.6k | 52.10 |
| 2023-09-30 | $455k | 9.3k | 48.93 |
| 2023-06-30 | $399k | 8.1k | 48.94 |
| 2023-03-31 | $389k | 8.0k | 48.53 |
| 2022-12-31 | $428k | 8.8k | 48.40 |
| 2022-09-30 | $341k | 8.8k | 38.54 |
| 2022-06-30 | $493k | 12k | 42.85 |
| 2022-03-31 | $557k | 12k | 48.41 |
| 2021-12-31 | $580k | 12k | 50.41 |
| 2021-09-30 | $653k | 13k | 50.83 |
| 2021-06-30 | $711k | 14k | 51.73 |
| 2021-03-31 | $669k | 13k | 50.96 |
| 2020-12-31 | $318k | 6.7k | 47.24 |
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