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iShares MSCI EAFE Value Index shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 67k 52.10
2023-09-30 $3.3M 67k 48.93
2023-06-30 $2.3M 47k 48.94
2023-03-31 $2.2M 46k 48.53
2022-12-31 $2.8M 60k 45.88
2022-09-30 $2.3M 61k 38.54
2022-06-30 $3.0M 68k 43.40
2022-03-31 $2.5M 50k 50.25
2021-12-31 $2.3M 45k 50.39
2021-09-30 $1.8M 35k 50.84
2021-06-30 $1.3M 25k 51.78
2021-03-31 $281k 5.5k 50.93

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View all positions for Lantz Financial

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