Maxwell Wealth Strategies »

iShares MSCI EAFE Value Index shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell 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 Maxwell Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 23k 53.04
2024-03-31 $2.3M 42k 55.60

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Jones Financial Companies, L.L
Us Bancorp
Jpmorgan Chase & Co
Ameriprise Financial
Morgan Stanley
LPL Financial
Bank of America Corporation
Envestnet Portfolio Solutions
Auto-Owners Insurance
Pnc Financial Services
BlackRock
CWM
Park Avenue Securities

View all funds holding iShares MSCI EAFE Value Index