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iShares MSCI EAFE Value Index shares owned by Intentional Wealth Strategies

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

Historical chart of Intentional 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 Intentional 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 Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 23k 74.35

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Us Bancorp
Morgan Stanley
Bank of America Corporation
Ameriprise Financial
Jones Financial Companies, L.L
Park Avenue Securities
CWM
Auto-Owners Insurance
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index