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iShares MSCI EAFE Value Index shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $367k 6.8k 54.40
2023-12-31 $348k 6.7k 52.10
2023-09-30 $164k 3.4k 48.93
2023-06-30 $59k 1.2k 48.93
2022-12-31 $224k 4.9k 45.88

More positions owned by LGT Financial Advisors

Coca-Cola Company (KO)
Exxon Mobil Corporation (XOM)
Pfizer (PFE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Ishares Tr Cmbs Etf (CMBS)
Invesco Actively Managed Etf Total Return (GTO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

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
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index