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iShares MSCI EAFE Value Index shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth 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 PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $897k 13k 67.83
2025-06-30 $934k 15k 63.48
2025-03-31 $553k 9.4k 58.94
2024-12-31 $514k 9.8k 52.47

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Apple (AAPL)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Oracle Corporation (ORCL)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
JPMorgan Chase & Co. (JPM)

View all positions for PUREfi Wealth

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