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iShares MSCI EAFE Value Index shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 167k 54.40
2023-12-31 $8.4M 162k 52.10
2023-09-30 $6.9M 142k 48.93
2023-06-30 $5.8M 120k 48.94
2023-03-31 $4.8M 99k 48.53
2022-12-31 $1.0M 22k 45.88

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for Kestra Private Wealth Services

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index