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iShares MSCI EAFE Value Index shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 60k 71.41
2025-09-30 $212k 3.1k 67.83
2025-03-31 $4.5M 77k 58.94
2024-09-30 $5.1M 88k 57.53
2024-03-31 $4.9M 91k 54.40

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Adviser Investments

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index