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iShares MSCI EAFE Value Index shares owned by BMS Financial Advisors

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

Historical chart of BMS 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 BMS 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.4M 28k 48.94
2023-03-31 $2.7M 55k 48.53
2022-12-31 $6.5M 129k 50.39
2022-09-30 $2.9M 74k 38.53
2022-06-30 $6.6M 132k 50.39
2022-03-31 $5.8M 115k 50.26
2021-12-31 $6.6M 132k 50.39

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial 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