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iShares MSCI EAFE Value Index shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial 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 Legacy Financial 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 Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $265k 5.1k 52.10
2023-09-30 $325k 6.6k 48.93
2023-06-30 $1.2M 24k 48.94
2023-03-31 $7.1M 147k 48.53
2022-12-31 $6.8M 148k 45.88
2022-09-30 $5.3M 137k 38.53
2022-06-30 $1.6M 37k 43.39