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iShares MSCI EAFE Value Index shares owned by Xulu

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

Historical chart of Xulu investment in iShares MSCI EAFE Value Index

Jan 2015Mar 2015May 2015Jul 2015Sep 201518M20M22M24M26M350k400k450k500k550k
Value ($)Share countHistorical EFV position of Xulu Source: stockzoa.comValue ($)Share count

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All positions including iShares MSCI EAFE Value Index held by Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $26M 550k 46.29
2015-06-30 $27M 508k 52.51
2015-03-31 $23M 432k 53.29
2014-12-31 $18M 350k 51.10

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index