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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
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 Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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
Bank of New York Mellon
Alliancebernstein
Baird Financial

View all funds holding iShares MSCI EAFE Value Index