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iShares MSCI EAFE Value Index shares owned by Rockingstone Advisors

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

Historical chart of Rockingstone 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 Rockingstone 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 Rockingstone Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $842k 16k 52.47
2024-09-30 $1.4M 25k 57.53
2024-06-30 $1.3M 25k 53.04
2024-03-31 $1.4M 25k 54.40
2023-12-31 $1.5M 28k 52.10
2023-09-30 $1.5M 31k 48.93
2023-06-30 $1.5M 31k 48.94
2023-03-31 $1.5M 31k 48.53
2022-12-31 $1.3M 28k 45.88

More positions owned by Rockingstone Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Meta Platforms Cl A (META)

View all positions for Rockingstone Advisors

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Park Avenue Securities
BlackRock
Auto-Owners Insurance
Ameriprise Financial
Pnc Financial Services
Mml Investors Services

View all funds holding iShares MSCI EAFE Value Index