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Long Run Wealth Advisors »

iShares MSCI EAFE Value Index shares owned by Long Run Wealth Advisors

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

Historical chart of Long Run Wealth 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 Long Run Wealth 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 Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$12M	222k	54.40
2023-12-31	$11M	213k	52.10
2023-09-30	$11M	215k	48.93
2023-06-30	$10M	209k	48.94
2023-03-31	$9.7M	201k	48.53
2022-12-31	$10M	219k	45.88
2022-09-30	$8.2M	213k	38.53
2022-06-30	$8.6M	199k	43.40
2022-03-31	$9.5M	190k	50.20
2021-12-31	$8.5M	169k	50.44

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Tr Eafe Value Etf (EFV)

Ishares Tr Core S&p Scp Etf (IJR)

Ishares Core Msci Emkt (IEMG)

Select Sector Spdr Tr Communication (XLC)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Select Sector Spdr Tr Financial (XLF)

First Tr Exchange-traded First Tr Enh New (FTSM)

Microsoft Corporation (MSFT)

View all positions for Long Run Wealth Advisors

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co

Us Bancorp

Bank of America Corporation

Envestnet Portfolio Solutions

CWM

Advisor Group Holdings

Park Avenue Securities

Pnc Financial Services

Auto-Owners Insurance

UBS Group

Wells Fargo & Company

M^T Bank Corporation

Alliancebernstein

Baird Financial

Janney Montgomery Scott

View all funds holding iShares MSCI EAFE Value Index

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