Axis Wealth Partners »

iShares MSCI EAFE Value Index shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners 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 Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 21k 67.83
2025-06-30 $1.3M 21k 63.48
2025-03-31 $1.1M 19k 58.94
2024-12-31 $1.0M 20k 52.47

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

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