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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
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 Ibonds Dec2026 (Principal) (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Foundation Wealth Management

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Janney Montgomery Scott
Alliancebernstein
Baird Financial
Commonwealth Equity Services

View all funds holding iShares MSCI EAFE Value Index