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iShares MSCI EAFE Value Index shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial 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 Sovereign Financial 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 35k 57.53
2024-06-30 $834k 16k 53.04
2024-03-31 $994k 18k 54.40
2023-12-31 $1.3M 25k 52.10
2023-09-30 $1.6M 32k 48.93
2023-06-30 $1.2M 25k 48.94
2023-03-31 $1.4M 29k 48.53
2022-12-31 $1.6M 35k 45.88
2022-09-30 $611k 16k 38.52
2022-06-30 $883k 20k 43.39
2022-03-31 $778k 16k 50.23
2021-12-31 $886k 18k 50.41