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iShares MSCI EAFE Value Index shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $190k 4.7k 40.07
2020-03-31 $264k 7.4k 35.69
2019-12-31 $369k 7.4k 49.88
2019-09-30 $395k 8.3k 47.32
2019-06-30 $274k 5.7k 48.15
2019-03-31 $278k 5.7k 48.88
2018-12-31 $243k 5.4k 45.23
2018-09-30 $272k 5.2k 51.98
2018-06-30 $283k 5.5k 51.43
2018-03-31 $270k 5.0k 54.50
2017-12-31 $273k 5.0k 55.11

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index