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iShares MSCI EAFE Value Index shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management 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 Able Wealth Management 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 Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $717k 13k 57.53
2023-12-31 $169k 3.2k 52.09

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Us Bancorp
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
CWM
Park Avenue Securities
Bank of America Corporation
Auto-Owners Insurance
Pnc Financial Services
BlackRock
Janney Montgomery Scott
M^T Bank Corporation
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index