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iShares MSCI EAFE Value Index shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-03-31 $873k 16k 54.40
2022-06-30 $216k 5.0k 43.45
2022-03-31 $250k 5.0k 50.29
2021-12-31 $250k 5.0k 50.29
2021-09-30 $248k 4.9k 50.90
2021-06-30 $252k 4.9k 51.72
2021-03-31 $245k 4.8k 51.04
2020-12-31 $227k 4.8k 47.29

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pacer Fds Tr Pacer Us Small (CALF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Quality Grow (QGRO)
Columbia Etf Tr I Multi Sec Muni (MUST)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Total Usd (IUSB)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Moneywise

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
LPL Financial
Ameriprise Financial
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
BlackRock
Park Avenue Securities
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index