iShares MSCI EAFE Value Index shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26M | 479k | 54.40 |
| 2023-09-30 | $31M | 638k | 48.93 |
| 2023-06-30 | $30M | 617k | 48.94 |
| 2022-12-31 | $26M | 566k | 45.88 |
| 2022-09-30 | $21M | 553k | 38.53 |
| 2022-06-30 | $26M | 599k | 43.40 |
| 2022-03-31 | $25M | 497k | 50.26 |
| 2021-12-31 | $20M | 388k | 50.39 |
| 2021-09-30 | $19M | 373k | 50.85 |
| 2021-06-30 | $15M | 291k | 51.76 |
| 2021-03-31 | $13M | 258k | 50.97 |
| 2020-12-31 | $20M | 388k | 50.39 |
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