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iShares MSCI EAFE Value Index shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 68k 52.47
2024-09-30 $3.7M 64k 57.53
2024-06-30 $1.9M 37k 53.04
2024-03-31 $1.1M 21k 54.40

More positions owned by Claro Advisors

Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Claro Advisors

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index