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iShares MSCI EAFE Value Index shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 91k 52.10
2023-09-30 $4.6M 95k 48.93
2023-06-30 $4.6M 95k 48.94
2023-03-31 $4.6M 96k 48.53
2022-12-31 $4.5M 98k 45.88
2022-09-30 $357k 9.3k 38.56
2022-06-30 $299k 6.9k 43.39
2022-03-31 $872k 17k 50.29
2021-12-31 $882k 18k 50.40
2021-09-30 $375k 7.4k 50.79
2021-06-30 $386k 7.5k 51.72
2021-03-31 $495k 9.7k 50.94
2020-12-31 $459k 9.7k 47.23
2020-09-30 $393k 9.7k 40.39
2020-06-30 $380k 9.5k 39.97
2020-03-31 $328k 9.2k 35.64
2019-12-31 $297k 6.0k 49.87
2019-09-30 $273k 5.8k 47.41
2019-06-30 $288k 6.0k 48.00
2019-03-31 $282k 5.8k 48.87
2018-12-31 $243k 5.4k 45.27
2018-09-30 $269k 5.2k 51.90
2018-06-30 $252k 4.9k 51.30
2018-03-31 $268k 4.9k 54.56
2017-12-31 $266k 4.8k 55.19
2017-09-30 $260k 4.8k 54.60
2017-06-30 $246k 4.8k 51.66
2017-03-31 $240k 4.8k 50.40
2016-12-31 $236k 5.0k 47.20
2016-09-30 $229k 5.0k 45.97
2016-06-30 $213k 5.0k 42.87
2016-03-31 $231k 5.2k 44.78
2015-12-31 $229k 4.9k 46.52
2015-09-30 $327k 7.1k 46.25
2015-06-30 $522k 10k 52.34
2015-03-31 $266k 5.0k 53.26
2014-12-31 $252k 4.9k 51.01

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Wealth Architects

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Bank of America Corporation
Envestnet Portfolio Solutions
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index