iShares MSCI EAFE Value Index shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies 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 Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares MSCI EAFE Value Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 47k | 57.53 |
| 2024-06-30 | $2.7M | 51k | 53.04 |
| 2024-03-31 | $2.8M | 51k | 54.40 |
| 2023-09-30 | $2.9M | 60k | 48.93 |
| 2023-06-30 | $3.0M | 62k | 48.94 |
| 2023-03-31 | $3.2M | 66k | 48.53 |
| 2022-12-31 | $3.1M | 68k | 45.88 |
| 2022-09-30 | $4.7M | 121k | 38.53 |
| 2022-06-30 | $28M | 645k | 43.40 |
| 2022-03-31 | $33M | 656k | 50.26 |
| 2021-12-31 | $31M | 621k | 50.39 |
| 2021-09-30 | $29M | 566k | 50.85 |
| 2021-06-30 | $27M | 515k | 51.76 |
| 2021-03-31 | $17M | 331k | 50.97 |
| 2020-12-31 | $9.7M | 206k | 47.20 |
| 2020-09-30 | $5.2M | 130k | 40.35 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies
Top funds holding iShares MSCI EAFE Value Index
View all funds holding iShares MSCI EAFE Value Index