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iShares MSCI EAFE Value Index shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment 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 Breakwater Investment 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 Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 528 67.89
2025-06-30 $34k 528 63.53
2025-03-31 $31k 528 58.99

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View all positions for Breakwater Investment Management

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