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iShares MSCI EAFE Value Index shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle 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 Fullcircle 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 46k 67.99
2025-06-30 $3.4M 53k 64.06
2025-03-31 $2.0M 33k 61.07
2024-12-31 $2.4M 43k 56.90
2024-09-30 $2.0M 37k 55.69
2024-06-30 $794k 15k 54.34

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Snowflake Com Shs (SNOW)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Unilever Spon Adr New (UL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Total Usd (IUSB)

View all positions for Fullcircle Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Morgan Stanley
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Park Avenue Securities
Ameriprise Financial
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index