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iShares MSCI EAFE Value Index shares owned by Ridgeline Wealth

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

Historical chart of Ridgeline 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 Ridgeline 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 Ridgeline Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 41k 67.83
2025-06-30 $2.7M 42k 63.48
2025-03-31 $2.7M 46k 58.94
2024-12-31 $2.5M 47k 52.47

More positions owned by Ridgeline Wealth

American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Avantis Emerging (AVXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Ridgeline 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