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iShares MSCI EAFE Value Index shares owned by MSH Capital Advisors

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

Historical chart of MSH Capital 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 MSH Capital 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 MSH Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 17k 67.83
2025-06-30 $1.1M 18k 63.48
2025-03-31 $945k 16k 58.94
2024-12-31 $699k 13k 52.47
2024-09-30 $670k 12k 57.53
2023-09-30 $372k 7.6k 48.93
2023-06-30 $290k 5.9k 48.94
2023-03-31 $329k 6.8k 48.53
2022-12-31 $313k 6.8k 45.88

More positions owned by MSH Capital Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust S&p Divid Etf (SDY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for MSH Capital Advisors

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Morgan Stanley
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Park Avenue Securities
Ameriprise Financial
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index