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iShares MSCI EAFE Value Index shares owned by Optimist Retirement Group

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

Historical chart of Optimist Retirement Group 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 Optimist Retirement Group 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 Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 3.1k 67.83

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Kla Corp Com New (KLAC)
International Business Machines (IBM)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Optimist Retirement Group

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