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iShares MSCI EAFE Value Index shares owned by Beacon Financial

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

Historical chart of Beacon Financial investment in iShares MSCI EAFE Value Index

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 2025500k600k700k10k12k
Value ($)Share countHistorical EFV position of Beacon Financial Source: stockzoa.comValue ($)Share count

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All positions including iShares MSCI EAFE Value Index held by Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $689k 12k 58.94
2024-12-31 $486k 9.3k 52.47
2024-09-30 $760k 13k 57.53
2024-06-30 $447k 8.4k 53.04
2024-03-31 $535k 9.8k 54.40
2023-12-31 $529k 10k 52.10

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Growth Etf (VUG)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Exxon Mobil Corporation (XOM)

View all positions for Beacon Financial

Top funds holding iShares MSCI EAFE Value Index

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CWM
Alliancebernstein
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View all funds holding iShares MSCI EAFE Value Index