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iShares MSCI EAFE Value Index shares owned by Independence Advisors

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

Historical chart of Independence 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 Independence 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $14M 336k 40.35
2020-06-30 $14M 341k 39.97
2020-03-31 $12M 326k 35.69
2019-12-31 $17M 348k 49.93
2019-09-30 $16M 339k 47.37
2019-06-30 $11M 232k 48.07
2019-03-31 $11M 229k 48.88
2018-12-31 $8.9M 196k 45.22
2018-09-30 $7.7M 149k 51.92
2018-06-30 $5.8M 114k 51.35
2018-03-31 $6.8M 125k 54.55
2017-12-31 $6.1M 111k 55.20
2017-09-30 $6.1M 112k 54.60
2017-06-30 $5.9M 113k 51.70
2017-03-31 $5.7M 114k 50.30
2016-12-31 $5.4M 115k 47.25
2016-09-30 $4.9M 106k 46.16
2016-06-30 $4.7M 109k 42.94

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence 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