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iShares MSCI EAFE Value Index shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 15k 54.40

More positions owned by Lifeworks Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

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