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iShares MSCI EAFE Value Index shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $993k 17k 57.53
2024-06-30 $994k 19k 53.04
2024-03-31 $2.3M 43k 54.40
2023-12-31 $4.6M 88k 52.10

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Quotient Wealth Partners

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index