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iShares MSCI EAFE Value Index shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 54k 57.53
2024-06-30 $992k 19k 53.04
2024-03-31 $1.6M 30k 54.40
2023-12-31 $2.4M 46k 52.10
2023-09-30 $2.2M 44k 48.93
2023-06-30 $1.3M 27k 48.94
2023-03-31 $1.4M 28k 48.53
2022-12-31 $1.5M 32k 45.88

More positions owned by Gateway Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrackers S&p (SNPE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Value Etf (VTV)

View all positions for Gateway Wealth Partners

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