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iShares MSCI EAFE Value Index shares owned by Swp Financial

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

Historical chart of Swp Financial 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 Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 20k 67.90
2025-06-30 $5.0M 79k 63.48
2025-03-31 $2.3M 39k 58.94
2024-12-31 $3.1M 60k 52.47

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Swp Financial

Top funds holding iShares MSCI EAFE Value Index

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Morgan Stanley
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CWM
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BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index