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iShares MSCI EAFE Value Index shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth 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 Turtle Creek Wealth 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $535k 10k 52.47
2024-09-30 $587k 10k 57.53
2024-06-30 $541k 10k 53.04
2024-03-31 $555k 10k 54.40
2023-12-31 $532k 10k 52.10

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blue Owl Capital Com Cl A (OWL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Turtle Creek Wealth Advisors

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