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iShares MSCI EAFE Value Index shares owned by My Legacy Advisors

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

Historical chart of My Legacy 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 My Legacy 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 64k 57.53
2024-06-30 $2.6M 49k 53.04
2024-03-31 $3.8M 71k 54.40
2023-12-31 $4.6M 88k 51.91
2023-09-30 $4.0M 84k 47.66
2023-06-30 $2.9M 57k 50.30
2023-03-31 $2.5M 52k 49.03
2022-12-31 $3.0M 61k 49.23
2022-09-30 $1.4M 36k 38.93
2022-06-30 $1.0M 25k 42.22
2022-03-31 $433k 8.6k 50.28

More positions owned by My Legacy Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Grwth Etf (EFG)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)

View all positions for My Legacy Advisors

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