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iShares MSCI EAFE Value Index shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management 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 One Wealth Capital Management 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 One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 101k 67.83
2025-06-30 $7.7M 121k 63.48
2025-03-31 $5.2M 89k 58.94
2024-12-31 $5.0M 95k 52.47

More positions owned by One Wealth Capital Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Broadcom (AVGO)
Ishares Tr 10-20 Yr Trs Etf (TLH)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for One Wealth Capital Management

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index