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iShares MSCI EAFE Value Index shares owned by Herold Advisors

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

Historical chart of Herold 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $495k 8.6k 57.53
2023-12-31 $281k 5.4k 52.10
2023-09-30 $362k 7.4k 48.93
2023-06-30 $248k 5.1k 48.94
2023-03-31 $246k 5.1k 48.53

More positions owned by Herold Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
Visa Com Cl A (V)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold 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