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iShares MSCI EAFE Value Index shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary 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 Visionary 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 23k 52.10
2023-09-30 $1.1M 23k 48.93
2023-06-30 $835k 17k 48.94
2023-03-31 $542k 11k 48.55
2022-12-31 $448k 9.8k 45.93
2022-09-30 $285k 7.4k 38.50
2022-06-30 $417k 9.6k 43.41
2022-03-31 $405k 8.1k 50.29
2021-12-31 $270k 5.4k 50.38

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Procter & Gamble Company (PG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
Cisco Systems (CSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Visionary Wealth 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
Bank of New York Mellon
Alliancebernstein
Baird Financial

View all funds holding iShares MSCI EAFE Value Index