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iShares MSCI EAFE Value Index shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in iShares MSCI EAFE Value Index

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20242M2.5M3M3.5M50k60k
Value ($)Share countHistorical EFV position of Sax Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares MSCI EAFE Value Index held by Sax Wealth 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 43k 57.53
2024-06-30 $2.3M 43k 53.04
2024-03-31 $2.3M 43k 54.40
2023-12-31 $2.2M 43k 52.10
2023-09-30 $2.1M 42k 48.93
2023-06-30 $2.1M 43k 48.94
2023-03-31 $2.5M 51k 48.53
2022-12-31 $2.3M 50k 45.88
2022-09-30 $2.0M 51k 38.53
2022-06-30 $2.3M 53k 43.41
2022-03-31 $2.6M 52k 50.27
2021-12-31 $3.3M 66k 50.39
2021-09-30 $3.3M 66k 50.85
2021-06-30 $3.4M 66k 51.76
2021-03-31 $3.3M 66k 50.97
2020-12-31 $3.0M 64k 47.20