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iShares MSCI EAFE Value Index shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 158k 53.52
2024-06-30 $3.2M 61k 53.04
2024-03-31 $5.3M 98k 54.40
2023-12-31 $7.6M 146k 52.10
2023-09-30 $8.3M 170k 48.93
2023-06-30 $6.0M 123k 48.94
2023-03-31 $6.7M 138k 48.53
2022-12-31 $8.3M 181k 45.88
2022-09-30 $6.7M 173k 38.53
2022-03-31 $12M 240k 50.26
2021-12-31 $13M 260k 50.39
2021-09-30 $13M 253k 50.85
2021-06-30 $12M 234k 51.76
2021-03-31 $10M 204k 50.97
2020-12-31 $7.9M 167k 47.43

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index