Summit X »

iShares MSCI EAFE Value Index shares owned by Summit X

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

Historical chart of Summit X 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 X 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 Summit X

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.8M 189k 52.11
2023-09-30 $11M 224k 48.93
2023-06-30 $7.5M 153k 48.94
2023-03-31 $7.6M 158k 48.53
2022-12-31 $5.0M 116k 43.40
2022-09-30 $5.0M 129k 38.62
2022-06-30 $5.0M 116k 43.42
2022-03-31 $5.6M 111k 50.23
2021-12-31 $6.2M 123k 50.36
2021-09-30 $6.1M 120k 50.87
2021-06-30 $6.2M 120k 51.73
2021-03-31 $5.5M 108k 50.82

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Summit X

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Janney Montgomery Scott
Alliancebernstein
Baird Financial
Commonwealth Equity Services

View all funds holding iShares MSCI EAFE Value Index