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iShares MSCI EAFE Value Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $506k 9.8k 51.71
2021-03-31 $425k 8.3k 50.96
2020-12-31 $347k 7.3k 47.23
2020-09-30 $296k 7.3k 40.29
2020-06-30 $226k 5.6k 40.02
2020-03-31 $256k 7.2k 35.67
2019-12-31 $260k 5.2k 49.87
2019-09-30 $247k 5.2k 47.37

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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