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iShares MSCI EAFE Value Index shares owned by Icon Wealth Advisors

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 535k 52.10
2022-12-31 $22M 480k 45.88
2022-09-30 $17M 447k 38.53

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon 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
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index