iShares MSCI EAFE Value Index shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 3.1k | 67.83 |
| 2025-06-30 | $234k | 3.7k | 63.48 |
| 2024-12-31 | $378k | 7.2k | 52.47 |
| 2024-09-30 | $355k | 6.2k | 57.53 |
| 2024-06-30 | $295k | 5.6k | 53.04 |
| 2024-03-31 | $343k | 6.3k | 54.40 |
| 2023-12-31 | $444k | 8.5k | 52.10 |
| 2023-09-30 | $459k | 9.4k | 48.93 |
| 2023-06-30 | $327k | 6.7k | 48.94 |
| 2023-03-31 | $304k | 6.3k | 48.53 |
| 2022-12-31 | $402k | 8.8k | 45.88 |
| 2022-09-30 | $319k | 8.3k | 38.56 |
| 2022-06-30 | $470k | 11k | 43.40 |
| 2022-03-31 | $502k | 10k | 48.10 |
| 2021-12-31 | $646k | 13k | 50.42 |
| 2021-09-30 | $602k | 12k | 50.85 |
| 2021-06-30 | $624k | 12k | 51.72 |
| 2021-03-31 | $441k | 8.5k | 51.66 |
Top funds holding iShares MSCI EAFE Value Index
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