iShares MSCI EAFE Value Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $39M | 746k | 52.10 |
| 2023-09-30 | $44M | 903k | 48.93 |
| 2023-06-30 | $31M | 632k | 48.94 |
| 2023-03-31 | $32M | 660k | 48.53 |
| 2022-12-31 | $40M | 864k | 45.88 |
| 2022-09-30 | $31M | 815k | 38.53 |
| 2022-06-30 | $49M | 1.1M | 43.40 |
| 2022-03-31 | $36M | 708k | 50.26 |
| 2021-12-31 | $39M | 769k | 50.39 |
| 2021-09-30 | $37M | 721k | 50.85 |
| 2021-06-30 | $37M | 708k | 51.76 |
| 2021-03-31 | $31M | 600k | 50.97 |
| 2019-12-31 | $552k | 11k | 49.95 |
| 2019-09-30 | $639k | 14k | 47.34 |
| 2019-06-30 | $690k | 14k | 48.04 |
| 2019-03-31 | $633k | 13k | 48.85 |
| 2018-12-31 | $796k | 18k | 45.24 |
| 2018-09-30 | $927k | 18k | 51.95 |
| 2018-06-30 | $443k | 8.6k | 51.33 |
| 2018-03-31 | $605k | 12k | 50.31 |
| 2017-12-31 | $547k | 9.9k | 55.19 |
| 2017-09-30 | $554k | 10k | 54.63 |
| 2017-06-30 | $524k | 10k | 51.67 |
| 2017-03-31 | $605k | 12k | 50.31 |
| 2016-12-31 | $508k | 11k | 47.21 |
| 2016-09-30 | $821k | 18k | 46.15 |
| 2016-06-30 | $804k | 19k | 42.95 |
| 2016-03-31 | $840k | 19k | 44.87 |
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