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iShares MSCI EAFE Value Index shares owned by 5T Wealth

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth 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 5T Wealth 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 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 83k 67.83
2025-06-30 $5.5M 86k 63.48
2025-03-31 $4.7M 79k 58.94
2024-12-31 $4.8M 92k 52.47

More positions owned by 5T Wealth

Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Morgan Stanley
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Park Avenue Securities
Ameriprise Financial
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index