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iShares MSCI EAFE Value Index shares owned by Personal Cfo Solutions

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

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $533k 7.2k 74.35
2025-03-31 $323k 5.5k 58.94
2024-09-30 $251k 4.4k 57.53
2022-06-30 $866k 20k 43.39
2022-03-31 $798k 16k 50.26
2021-12-31 $499k 9.9k 50.35

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Chubb (CB)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Alphabet Cap Stk Cl A (GOOGL)
Innovator Etfs Trust Intl Developed P (IFEB)
NVIDIA Corporation (NVDA)
Ishares Tr Trust Ishare 0-1 (SHV)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Amazon (AMZN)
Thornburg Etf Tr Multi Sector Bd (TMB)
Itt (ITT)
Alphabet Cap Stk Cl C (GOOG)
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)

View all positions for Personal Cfo Solutions

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Us Bancorp
Morgan Stanley
Bank of America Corporation
Ameriprise Financial
Jones Financial Companies, L.L
Park Avenue Securities
CWM
Auto-Owners Insurance
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Alliancebernstein

View all funds holding iShares MSCI EAFE Value Index