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iShares MSCI EAFE Value Index shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group 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 Sound Financial Strategies Group 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 Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $764k 13k 57.53
2024-06-30 $708k 13k 53.04
2023-06-30 $2.3M 47k 48.94
2022-12-31 $2.6M 56k 45.88
2022-06-30 $3.4M 78k 43.40
2022-03-31 $4.9M 97k 50.26
2021-03-31 $8.7M 170k 50.97
2020-12-31 $1.6M 33k 47.20

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Mount Lucas Etf (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
AFLAC Incorporated (AFL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Timothy Plan Hig Dv Stk Etf (TPHD)
C H Robinson Worldwide Com New (CHRW)

View all positions for Sound Financial Strategies Group

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
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index