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iShares MSCI EAFE Value Index shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 163 72.31
2025-09-30 $11k 159 69.25
2024-12-31 $11k 210 52.56
2023-06-30 $6.3k 128 49.14

More positions owned by Kozak & Associates

Invesco S&p 500 Revenue Etf Etf (RWL)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
Ishares U.s. Industrials Etf Etf (IYJ)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vaneck Semiconductor Etf Etf (SMH)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Costco Whsl Corp Stock (COST)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index