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iShares MSCI EAFE Value Index shares owned by Roxbury Financial

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

Historical chart of Roxbury 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 Roxbury 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5k 36 70.50
2025-09-30 $2.4k 35 67.34
2025-06-30 $2.2k 35 63.03
2024-12-31 $4.3k 78 55.40

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Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Wells Fargo Stock (WFC)
Jpmorgan Chase & Co Stock (JPM)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Caterpillar Stock (CAT)

View all positions for Roxbury Financial

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