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iShares MSCI EAFE Value Index shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 311k 54.40
2023-12-31 $16M 308k 52.10

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
TJX Companies (TJX)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)

View all positions for Spectrum Wealth Counsel

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