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iShares MSCI EAFE Value Index shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 558k 57.53
2024-06-30 $28M 522k 53.04
2024-03-31 $27M 501k 54.40
2023-09-30 $245k 5.0k 48.93

More positions owned by Octavia Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Starboard Invt Tr Adaptive Alpha (AGOX)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Us Bancorp
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
CWM
Park Avenue Securities
Bank of America Corporation
Auto-Owners Insurance
Pnc Financial Services
BlackRock
Janney Montgomery Scott
M^T Bank Corporation
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index