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iShares MSCI EAFE Value Index shares owned by Source Financial Advisors

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

Historical chart of Source Financial 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 Source Financial 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $940k 17k 54.40
2023-12-31 $1.6M 30k 52.10
2023-09-30 $1.5M 30k 48.93
2023-06-30 $1.5M 30k 48.94
2023-03-31 $1.5M 31k 48.53
2022-12-31 $3.1M 67k 45.88
2022-09-30 $1.7M 45k 38.53
2022-06-30 $2.0M 47k 43.39
2022-03-31 $2.4M 48k 50.26
2021-12-31 $2.5M 49k 50.39
2021-09-30 $2.5M 50k 50.85
2021-06-30 $2.6M 51k 51.76
2021-03-31 $2.5M 49k 50.98
2020-12-31 $1.0M 22k 47.20