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iShares MSCI EAFE Value Index shares owned by Bordeaux Wealth Advisors

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

Historical chart of Bordeaux Wealth 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 Bordeaux Wealth 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 Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 6.1k 57.53
2024-06-30 $322k 6.1k 53.04
2024-03-31 $330k 6.1k 54.40
2023-12-31 $593k 11k 52.10

More positions owned by Bordeaux Wealth Advisors

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Boeing Company (BA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Bordeaux Wealth Advisors

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index