iShares MSCI EAFE Value Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 45k | 57.53 |
| 2024-06-30 | $1.3M | 24k | 53.04 |
| 2024-03-31 | $1.8M | 34k | 54.40 |
| 2023-12-31 | $2.4M | 47k | 52.10 |
| 2023-09-30 | $2.3M | 46k | 48.93 |
| 2023-06-30 | $1.8M | 36k | 48.94 |
| 2023-03-31 | $1.8M | 36k | 48.53 |
| 2022-12-31 | $2.1M | 45k | 45.88 |
| 2022-09-30 | $1.6M | 41k | 38.54 |
| 2022-06-30 | $2.5M | 57k | 43.40 |
| 2022-03-31 | $2.2M | 45k | 50.25 |
| 2021-12-31 | $2.8M | 57k | 50.39 |
| 2021-09-30 | $2.9M | 56k | 52.32 |
| 2021-06-30 | $2.5M | 49k | 51.76 |
| 2021-03-31 | $1.9M | 38k | 50.97 |
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