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iShares MSCI EAFE Value Index shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 17k 71.41
2025-09-30 $1.0M 15k 67.83

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Brookfield Corp Cl A Ltd Vt Sh (BN)
salesforce (CRM)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Visa Com Cl A (V)
Williams Companies (WMB)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
AutoZone (AZO)

View all positions for Blue Zone Wealth Advisors

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
Ameriprise Financial
Park Avenue Securities
CWM
Alliancebernstein
Mml Investors Services
BlackRock
Auto-Owners Insurance
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index