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Spdr Index Shs Fds msci eafe shares owned by Values Added Financial

Quarter-by-quarter ownership of Spdr Index Shs Fds msci eafe (EFAX) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Spdr Index Shs Fds msci eafe

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All positions including Spdr Index Shs Fds msci eafe held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds msci eafe by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 59k 49.31
2025-06-30 $2.7M 57k 47.36
2025-03-31 $1.1M 25k 42.96
2024-12-31 $981k 25k 39.81

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Values Added Financial

Top funds holding Spdr Index Shs Fds msci eafe

Betterment
SRS Capital Advisors
Gemmer Asset Management
Putnam Fl Investment Management
Leith Wheeler Investment Counsel
Bailard
TIFF Advisory Services
Susquehanna International
Sei Investments
LPL Financial
HPM Partners
Miracle Mile Advisors
Rockefeller Capital Management
Royal Bank of Canada
Values Added Financial

View all funds holding Spdr Index Shs Fds msci eafe