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iShares MSCI EAFE Value Index shares owned by Vance Wealth

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

Historical chart of Vance Wealth 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 Vance Wealth 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 85k 54.40
2023-12-31 $4.3M 82k 52.10
2023-09-30 $3.9M 79k 48.93
2023-06-30 $3.7M 76k 48.94
2023-03-31 $3.5M 72k 48.53
2022-12-31 $2.9M 63k 45.88
2022-09-30 $2.9M 76k 38.54
2022-06-30 $2.7M 63k 43.41
2022-03-31 $2.8M 55k 50.26
2021-12-31 $565k 11k 50.41

More positions owned by Vance Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Procter & Gamble Company (PG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Etf Ser Solutions Netlease Corp (NETL)
Medtronic SHS (MDT)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Vance Wealth

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
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index