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iShares MSCI EAFE Value Index shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 923 54.40
2023-12-31 $48k 923 52.10
2023-09-30 $45k 923 48.93
2023-06-30 $45k 923 48.94
2023-03-31 $45k 923 48.53

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Select Sector SPDR Etf (XLE)
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iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Ishares Ibonds Dec 2029 Term T (IBTJ)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
iShares TR Ibonds Etf (IBTM)

View all positions for Atlantic Private Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
LPL Financial
Ameriprise Financial
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
BlackRock
Park Avenue Securities
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index