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iShares MSCI EAFE Value Index shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension 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 Fourth Dimension 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $67k 877 76.58
2026-03-31 $2.1k 28 73.82
2025-12-31 $2.0k 28 70.93
2025-09-30 $1.8k 27 68.30
2025-06-30 $1.7k 27 63.93
2025-03-31 $1.6k 27 58.07
2024-12-31 $1.4k 27 51.70

More positions owned by Fourth Dimension Wealth

State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Apple Common Stock (AAPL)
Invesco S&p MF Closed and MF Open (RWL)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTI)
Amazon Common Stock (AMZN)
Pimco Active MF Closed and MF Open (BOND)
Vanguard Growth MF Closed and MF Open (VUG)
State Street MF Closed and MF Open (XLF)
Advanced Micro Common Stock (AMD)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index