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iShares MSCI EAFE Value Index shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 90k 52.10
2023-09-30 $4.0M 82k 48.93
2023-06-30 $3.5M 71k 48.94
2023-03-31 $3.2M 66k 48.53
2022-12-31 $5.3M 115k 45.88
2022-09-30 $2.2M 57k 38.52
2022-06-30 $769k 18k 43.38
2022-03-31 $627k 13k 50.28
2021-12-31 $1.1M 21k 50.41
2021-09-30 $340k 6.7k 50.84