Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

H&H Retirement Design & Management »

iShares MSCI EAFE Value Index shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management 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 H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares MSCI EAFE Value Index by H&H Retirement Design & Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$302k	5.7k	53.42
2023-12-31	$458k	9.0k	50.91
2023-09-30	$444k	9.2k	48.39
2023-06-30	$487k	9.7k	50.30
2023-03-31	$486k	9.7k	50.09
2022-12-31	$3.9M	79k	49.01
2022-09-30	$3.0M	77k	38.95
2022-06-30	$4.1M	93k	44.37
2022-03-31	$4.9M	99k	49.96
2021-12-31	$4.1M	82k	49.63

More positions owned by H&H Retirement Design & Management

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Wisdomtree Tr Us Largecap Divd (DLN)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Energy (XLE)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Select Sector Spdr Tr Technology (XLK)

View all positions for H&H Retirement Design & Management

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co

Us Bancorp

Envestnet Portfolio Solutions

Bank of America Corporation

CWM

Advisor Group Holdings

Park Avenue Securities

Pnc Financial Services

UBS Group

M^T Bank Corporation

Wells Fargo & Company

Janney Montgomery Scott

Alliancebernstein

Baird Financial

Commonwealth Equity Services

View all funds holding iShares MSCI EAFE Value Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z