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iShares MSCI EAFE Value Index shares owned by BWM Planning

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

Historical chart of BWM Planning 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 BWM Planning 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 BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $737k 11k 67.83
2025-06-30 $689k 11k 63.48
2025-03-31 $640k 11k 58.94
2024-12-31 $570k 11k 52.47
2024-09-30 $626k 11k 57.53

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

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