Foundation Wealth Management »

iShares MSCI EAFE Value Index shares owned by Foundation Wealth Management

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

Historical chart of Foundation 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 Foundation 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 Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 64k 57.53
2024-06-30 $3.5M 67k 53.04
2024-03-31 $3.6M 67k 54.40
2023-12-31 $3.6M 69k 52.10
2023-09-30 $3.4M 69k 48.93
2023-06-30 $3.4M 69k 48.94
2023-03-31 $3.4M 70k 48.53
2022-12-31 $2.9M 64k 45.88

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Foundation 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