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
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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