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iShares MSCI EAFE Value Index shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.1M 64k 48.93
2023-06-30 $2.2M 44k 48.94
2023-03-31 $2.8M 59k 48.53
2022-12-31 $2.9M 64k 45.88
2022-09-30 $2.4M 64k 38.52
2022-06-30 $3.1M 70k 43.40
2022-03-31 $3.5M 70k 50.26
2021-12-31 $3.4M 67k 50.39
2021-09-30 $3.2M 63k 50.86
2021-06-30 $2.0M 39k 51.77
2021-03-31 $2.0M 39k 50.98

More positions owned by Copperleaf Capital

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Copperleaf Capital

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