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iShares MSCI EAFE Value Index shares owned by Bridgewealth Advisory Group

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

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 3.8k 67.84
2025-06-30 $243k 3.8k 63.49
2025-03-31 $213k 3.6k 58.93
2024-12-31 $220k 3.9k 56.89
2024-09-30 $212k 3.7k 57.53

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
United Security Bancshares (UBFO)
Microsoft Corporation (MSFT)
Pimco Etf Tr Ultra Short Govt (BILZ)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Bridgewealth Advisory Group

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