Fiduciary Alliance »

iShares MSCI EAFE Value Index shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance 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 Fiduciary Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2026-09-30 $906k 12k 79.14
2026-06-30 $888k 12k 76.55
2026-03-31 $893k 11k 78.25
2023-06-30 $18k 375 48.95
2022-12-31 $17k 365 45.92

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Microsoft Stock (MSFT)
Nvidia Corporation Stock (NVDA)
SPDR S&P World ex-US Etf (SPDW)
iShares S&P Small Cap ETF Etf (IJR)
JPMorgan Chase Stock (JPM)
Amazon Stock (AMZN)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.S. Large-Cap Growth Etf (SCHG)
Johnson & Johnson Stock (JNJ)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet CL A Stock (GOOGL)
Taiwan Semiconductor Adr (TSM)
Inspire International Etf Etf (WWJD)

View all positions for Fiduciary Alliance

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
LPL Financial
Jpmorgan Chase & Co
Bank of America Corporation
Jones Financial Companies, L.L
Dynasty Wealth Management
Ameriprise Financial
Alliancebernstein
Park Avenue Securities
UBS Group
Auto-Owners Insurance
RiverFront Investment Group
Pnc Financial Services

View all funds holding iShares MSCI EAFE Value Index