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iShares MSCI EAFE Value Index shares owned by Keystone Financial Services

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

Historical chart of Keystone Financial Services 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 Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 251k 52.10
2023-09-30 $14M 291k 48.93
2023-06-30 $9.7M 199k 48.94
2023-03-31 $9.7M 199k 48.53
2022-12-31 $13M 257k 49.64
2022-09-30 $12M 281k 41.30
2022-06-30 $10M 235k 43.75
2022-03-31 $12M 262k 46.15
2021-12-31 $14M 284k 50.39

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Keystone Financial Services

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
Bank of New York Mellon
Alliancebernstein
Baird Financial

View all funds holding iShares MSCI EAFE Value Index