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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
2025-09-30 $234k 3.5k 67.83
2024-12-31 $681 13 52.46
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

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Eli Lilly & Co. (LLY)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Fundamental Us L (FNDX)
McDonald's Corporation (MCD)

View all positions for Oxford Financial

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