Essex Private Wealth Management »

iShares MSCI EAFE Value Index shares owned by Essex Private Wealth Management

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

Historical chart of Essex Private Wealth 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 Essex Private Wealth 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 Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $362k 6.3k 57.53
2024-06-30 $334k 6.3k 53.04
2024-03-31 $337k 6.2k 54.40
2023-12-31 $323k 6.2k 52.10
2023-09-30 $303k 6.2k 48.93

More positions owned by Essex Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Essex Private Wealth Management

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index