iShares MSCI EAFE Value Index shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 29k | 57.53 |
| 2024-06-30 | $1.5M | 29k | 53.04 |
| 2024-03-31 | $1.6M | 29k | 54.40 |
| 2023-12-31 | $1.6M | 31k | 52.10 |
| 2023-09-30 | $1.7M | 36k | 48.93 |
| 2023-06-30 | $1.8M | 37k | 48.94 |
| 2023-03-31 | $1.8M | 37k | 48.53 |
| 2022-12-31 | $1.7M | 37k | 45.88 |
| 2022-09-30 | $1.4M | 36k | 38.52 |
| 2022-06-30 | $1.5M | 35k | 43.39 |
| 2022-03-31 | $1.8M | 35k | 50.27 |
| 2021-12-31 | $1.8M | 36k | 50.40 |
| 2021-09-30 | $1.8M | 36k | 50.85 |
| 2021-06-30 | $1.9M | 36k | 51.75 |
| 2021-03-31 | $1.9M | 37k | 50.98 |
| 2020-12-31 | $1.9M | 40k | 47.21 |
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