Morris Financial Concepts »

iShares MSCI EAFE Value Index shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9k 50 57.54
2023-03-31 $1.7k 36 48.53
2022-12-31 $1.7k 36 45.89
2022-09-30 $1.0k 36 27.78
2022-06-30 $2.0k 36 55.56
2022-03-31 $2.0k 36 55.56
2021-12-31 $2.0k 36 55.56

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

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