Ishares Tr eafe min volat shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Ishares Tr eafe min volat
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Quarterly reported holdings in Ishares Tr eafe min volat by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $2.4M | 33k | 73.40 |
| 2020-09-30 | $4.6M | 68k | 68.13 |
| 2020-06-30 | $5.0M | 75k | 66.06 |
| 2020-03-31 | $1.4M | 23k | 62.06 |
| 2019-12-31 | $1.2M | 16k | 74.55 |
| 2019-03-31 | $392k | 5.4k | 71.95 |
| 2018-12-31 | $506k | 7.6k | 66.61 |
| 2018-09-30 | $542k | 7.4k | 72.82 |
| 2018-06-30 | $551k | 7.7k | 71.14 |
| 2018-03-31 | $856k | 12k | 71.04 |
| 2017-12-31 | $802k | 11k | 72.98 |
| 2017-09-30 | $856k | 12k | 71.04 |
| 2017-06-30 | $831k | 12k | 69.23 |
| 2017-03-31 | $803k | 12k | 65.96 |
| 2016-12-31 | $1.0M | 17k | 61.21 |
| 2016-09-30 | $1.2M | 18k | 67.63 |
| 2016-06-30 | $1.2M | 18k | 66.41 |
| 2016-03-31 | $1.4M | 21k | 66.42 |
| 2015-12-31 | $1.6M | 25k | 64.88 |
| 2015-09-30 | $1.3M | 21k | 62.39 |
| 2015-06-30 | $2.2M | 34k | 65.30 |
| 2015-03-31 | $2.4M | 36k | 65.90 |
| 2014-12-31 | $1.6M | 26k | 61.71 |
| 2014-09-30 | $1.6M | 26k | 62.64 |
| 2014-06-30 | $1.7M | 26k | 65.38 |
| 2014-03-31 | $1.6M | 26k | 62.77 |
| 2013-12-31 | $1.5M | 24k | 61.61 |
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