Shotwell Rutter Baer »

iShares MSCI EAFE Value Index shares owned by Shotwell Rutter Baer

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

Historical chart of Shotwell Rutter Baer investment in iShares MSCI EAFE Value Index

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All positions including iShares MSCI EAFE Value Index held by Shotwell Rutter Baer 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 Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 6.1k 56.93
2024-06-30 $346k 6.4k 53.78
2024-03-31 $368k 6.7k 54.59
2023-12-31 $360k 6.9k 52.04

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index