iShares MSCI EAFE Value Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $268k | 4.7k | 57.53 |
| 2024-06-30 | $247k | 4.7k | 53.04 |
| 2024-03-31 | $253k | 4.6k | 54.40 |
| 2023-12-31 | $242k | 4.6k | 52.10 |
| 2023-09-30 | $227k | 4.6k | 48.93 |
| 2023-06-30 | $238k | 4.9k | 48.94 |
| 2023-03-31 | $544k | 11k | 48.53 |
| 2022-12-31 | $516k | 11k | 45.88 |
| 2022-09-30 | $506k | 13k | 38.48 |
| 2022-06-30 | $559k | 13k | 43.34 |
| 2022-03-31 | $805k | 16k | 50.23 |
| 2021-12-31 | $806k | 16k | 50.31 |
| 2021-09-30 | $801k | 16k | 50.85 |
| 2021-06-30 | $912k | 18k | 51.74 |
| 2021-03-31 | $1.1M | 22k | 50.96 |
| 2020-12-31 | $1.2M | 25k | 49.12 |
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