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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
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

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy 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
Janney Montgomery Scott
Alliancebernstein
Baird Financial
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index