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iShares MSCI EAFE Value Index shares owned by TCWP

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

Historical chart of TCWP 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 TCWP 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 TCWP

Quarter filed Position value Share count Share price at filing
2023-12-31 $763k 15k 52.10
2023-09-30 $402k 8.2k 48.93
2023-06-30 $2.9M 59k 48.94
2023-03-31 $2.8M 59k 48.53
2022-12-31 $3.1M 68k 45.89
2022-09-30 $2.7M 71k 38.52
2022-06-30 $12M 276k 43.40
2022-03-31 $13M 257k 50.26
2021-12-31 $11M 209k 50.39

More positions owned by TCWP

Apple (AAPL)
Blackrock Etf Trust Us Carbon Trans (LCTU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Esg Msci Usa Etf (USXF)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Esg Awre Usd Etf (SUSC)
Amazon (AMZN)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Us Agrgt (EAGG)

View all positions for TCWP

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