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Ishares Tr eafe min volat shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Ishares Tr eafe min volat

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr eafe min volat held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr eafe min volat by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 35k 84.83
2025-06-30 $3.0M 36k 84.06
2025-03-31 $2.9M 37k 77.92
2024-12-31 $2.5M 34k 75.47

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

Top funds holding Ishares Tr eafe min volat

FMR
BlackRock
Morgan Stanley
Wharton Business Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
LPL Financial
Advantus Capital Management
Financial Engines Advisors L.L.C
Wells Fargo & Company
UBS Group
Sei Investments
Ameriprise Financial
Royal Bank of Canada
Assetmark

View all funds holding Ishares Tr eafe min volat