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iShares MSCI EAFE Value Index shares owned by NFP Retirement

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

Historical chart of NFP Retirement 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 NFP Retirement 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 NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-12-31 $262k 3.7k 71.41
2025-09-30 $231k 3.4k 67.83
2023-03-31 $855k 18k 48.53
2022-12-31 $884k 19k 45.88
2022-09-30 $485k 13k 38.53
2022-06-30 $302k 7.0k 43.40

More positions owned by NFP Retirement

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSB)

View all positions for NFP Retirement

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
Ameriprise Financial
Park Avenue Securities
CWM
BlackRock
Alliancebernstein
Mml Investors Services
Auto-Owners Insurance
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index