iShares MSCI EAFE Value Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares MSCI EAFE Value Index by Wealth Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $17M | 288k | 57.53 |
2024-06-30 | $7.2M | 135k | 53.04 |
2024-03-31 | $10M | 191k | 54.40 |
2023-12-31 | $14M | 263k | 52.10 |
2023-09-30 | $13M | 262k | 48.93 |
2023-06-30 | $9.0M | 183k | 48.94 |
2023-03-31 | $8.4M | 174k | 48.53 |
2022-12-31 | $9.6M | 209k | 45.88 |
2022-09-30 | $6.8M | 176k | 38.53 |
2022-06-30 | $10M | 232k | 43.40 |
2022-03-31 | $8.7M | 174k | 50.26 |
2021-12-31 | $8.7M | 172k | 50.39 |
2021-09-30 | $7.5M | 148k | 50.85 |
2021-06-30 | $5.8M | 112k | 51.76 |
2021-03-31 | $3.8M | 74k | 50.97 |
2020-12-31 | $1.8M | 38k | 47.19 |
2020-09-30 | $1.6M | 39k | 40.35 |
2020-06-30 | $1.4M | 35k | 39.98 |
2020-03-31 | $1.2M | 34k | 35.68 |
2019-12-31 | $2.2M | 44k | 49.94 |
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