Southern Wealth Management »

iShares MSCI EAFE Value Index shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management 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 Southern Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $3.8M 78k 48.53
2022-12-31 $3.5M 75k 45.88
2022-09-30 $3.8M 92k 41.29
2022-06-30 $9.0M 207k 43.40
2022-03-31 $3.6M 72k 50.27
2021-12-31 $12M 228k 50.39
2021-09-30 $11M 216k 50.85
2021-06-30 $11M 214k 52.16
2021-03-31 $7.2M 141k 50.97
2020-12-31 $6.4M 136k 47.20
2020-09-30 $4.1M 100k 40.35
2020-06-30 $1.3M 32k 39.98
2020-03-31 $21M 595k 35.69
2019-12-31 $22M 443k 49.93

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index