iShares MSCI EAFE Value Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 238k | 57.53 |
| 2024-06-30 | $13M | 238k | 53.04 |
| 2024-03-31 | $13M | 238k | 54.40 |
| 2023-12-31 | $12M | 238k | 52.10 |
| 2023-09-30 | $12M | 238k | 48.93 |
| 2023-06-30 | $12M | 238k | 48.94 |
| 2023-03-31 | $12M | 238k | 48.53 |
| 2022-12-31 | $11M | 248k | 45.88 |
| 2022-09-30 | $441k | 11k | 38.55 |
| 2022-06-30 | $969k | 22k | 43.39 |
| 2022-03-31 | $665k | 13k | 50.23 |
| 2021-12-31 | $2.4M | 48k | 50.47 |
| 2021-09-30 | $627k | 12k | 50.84 |
| 2020-03-31 | $282k | 7.9k | 35.72 |
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