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iShares MSCI EAFE Value Index shares owned by Causey Wealth

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

Historical chart of Causey Wealth 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 Causey Wealth 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 Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 85k 74.35
2025-12-31 $6.3M 88k 71.41
2025-09-30 $6.2M 91k 67.83
2025-06-30 $6.0M 94k 63.48
2025-03-31 $5.8M 99k 58.94
2024-12-31 $5.9M 113k 52.47

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Us Bancorp
Morgan Stanley
Bank of America Corporation
Ameriprise Financial
Jones Financial Companies, L.L
Park Avenue Securities
CWM
Auto-Owners Insurance
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index