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iShares MSCI EAFE Value Index shares owned by Carolinas Wealth Consulting

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

Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting 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 Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-12-31 $100k 1.9k 52.47
2024-09-30 $110k 1.9k 57.53
2024-06-30 $101k 1.9k 53.04
2024-03-31 $104k 1.9k 54.40

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carolinas Wealth Consulting

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
LPL Financial
Jpmorgan Chase & Co
Us Bancorp
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Morgan Stanley
Bank of America Corporation
BlackRock
Park Avenue Securities
CWM
Alliancebernstein
Ameriprise Financial
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index