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iShares MSCI EAFE Value Index shares owned by Sagace Wealth Management

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

Historical chart of Sagace Wealth Management 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 Sagace Wealth Management 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 Sagace Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 33k 67.83
2025-06-30 $1.6M 26k 63.48
2025-03-31 $1.6M 28k 58.94
2024-12-31 $1.5M 29k 52.47
2024-09-30 $2.2M 39k 56.66
2024-06-30 $1.7M 31k 55.12

More positions owned by Sagace Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sagace Wealth Management

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