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iShares MSCI EAFE Value Index shares owned by Regimen Wealth

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

Historical chart of Regimen 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 Regimen 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 42k 52.41
2024-09-30 $1.5M 26k 57.53
2024-06-30 $1.4M 26k 53.04
2024-03-31 $2.2M 40k 54.40
2023-12-31 $2.1M 40k 52.10
2023-09-30 $2.2M 45k 48.93
2023-06-30 $1.5M 30k 48.94
2023-03-31 $1.8M 38k 48.94
2022-12-31 $1.8M 39k 45.82

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Regimen Wealth

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index