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iShares MSCI EAFE Value Index shares owned by Oxford Financial

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

Historical chart of Oxford Financial 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 Oxford Financial 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 Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $748 13 57.54
2023-12-31 $63k 1.2k 52.10
2023-09-30 $59k 1.2k 48.93
2023-06-30 $79k 1.6k 48.94
2023-03-31 $61k 1.2k 48.53
2022-12-31 $55k 1.2k 45.88

More positions owned by Oxford Financial

Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Intuitive Surgical Com New (ISRG)
Ishares Tr National Mun Etf (MUB)
Etf Ser Solutions Distillate Us (DSTL)
Listed Fd Tr Horizon Kinetics (INFL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)

View all positions for Oxford Financial

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Park Avenue Securities
BlackRock
Auto-Owners Insurance
Ameriprise Financial
Pnc Financial Services
Mml Investors Services

View all funds holding iShares MSCI EAFE Value Index