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iShares MSCI EAFE Value Index shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 48k 54.40
2023-12-31 $2.8M 54k 52.10
2023-09-30 $2.8M 57k 48.93
2023-06-30 $2.4M 49k 48.94
2023-03-31 $2.4M 49k 48.53
2022-12-31 $2.4M 53k 45.88
2022-09-30 $1.6M 41k 38.51
2022-06-30 $2.2M 50k 43.40
2022-03-31 $2.1M 42k 50.24
2021-12-31 $2.1M 42k 50.41

More positions owned by W Advisors

Merck & Co (MRK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Msci Leadr (SUSL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Grwth Etf (EFG)
Exxon Mobil Corporation (XOM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W Advisors

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
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index