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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

Oct 2019Jan 2020Apr 2020Jul 2020Oct 2020Jan 2021Apr 2021Jul 2021300k400k500k5k6k7k8k9k10k
Value ($)Share countHistorical EFV position of AdvicePeriod Source: stockzoa.comValue ($)Share count

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
LPL Financial
Jpmorgan Chase & Co
Us Bancorp
Jones Financial Companies, L.L
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Alliancebernstein
Park Avenue Securities
Auto-Owners Insurance
Ameriprise Financial

View all funds holding iShares MSCI EAFE Value Index