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iShares MSCI EAFE Value Index shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies 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 Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $338k 4.5k 74.35
2021-09-30 $2.5M 50k 50.85
2021-06-30 $2.0M 39k 51.77
2021-03-31 $2.1M 41k 50.97

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Ishares Tr Msci Usa Value (VLUE)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)
Lam Research Corp Com New (LRCX)
Simplify Exchange Traded Fun High Yield Etf (CDX)

View all positions for Insight Wealth Strategies

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Us Bancorp
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
Park Avenue Securities
CWM
Ameriprise Financial
Auto-Owners Insurance
Alliancebernstein
Mml Investors Services
BlackRock
Cetera Investment Advisers
Pnc Financial Services

View all funds holding iShares MSCI EAFE Value Index