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iShares MSCI EAFE Value Index shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 132k 52.10
2023-09-30 $6.5M 134k 48.93
2023-06-30 $6.6M 134k 48.94
2023-03-31 $6.6M 135k 48.53
2022-12-31 $6.7M 146k 45.88
2022-09-30 $5.6M 147k 38.53
2022-06-30 $6.1M 142k 43.40
2022-03-31 $7.0M 139k 50.26
2021-12-31 $6.9M 138k 50.39
2021-09-30 $7.0M 138k 50.85
2021-06-30 $7.0M 135k 51.76
2021-03-31 $6.9M 135k 50.97
2020-12-31 $6.8M 143k 47.20
2020-09-30 $6.0M 150k 40.35
2020-06-30 $6.0M 151k 39.97
2020-03-31 $7.1M 200k 35.69
2019-12-31 $8.3M 167k 49.93
2019-09-30 $8.1M 164k 49.27
2019-06-30 $7.4M 154k 48.11
2019-03-31 $7.3M 145k 50.39
2018-12-31 $5.9M 130k 45.22

More positions owned by Waller Financial Planning Group

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Waller Financial Planning Group

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