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Ishares Tr eafe min volat shares owned by Facet Wealth

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

Historical chart of Facet Wealth 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 Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 175k 73.96
2024-06-30 $11M 158k 72.49
2024-03-31 $9.9M 140k 70.68
2023-12-31 $6.6M 97k 68.85
2023-09-30 $3.3M 52k 64.06
2023-06-30 $828k 12k 67.48

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Facet Wealth

Top funds holding Ishares Tr eafe min volat

Bank of America Corporation
FMR
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wharton Business Group
Advantus Capital Management
LPL Financial
Financial Engines Advisors L.L.C
Mercer Global Advisors
Jane Street
Wells Fargo & Company
Sei Investments
UBS Group
Ameriprise Financial

View all funds holding Ishares Tr eafe min volat