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iShares MSCI EAFE Value Index shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven 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 ShoreHaven 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 ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 78k 54.40
2023-12-31 $5.1M 98k 52.10
2023-09-30 $5.4M 111k 48.93
2023-06-30 $3.8M 78k 48.94
2023-03-31 $3.7M 75k 48.53
2022-12-31 $4.2M 91k 45.88
2022-09-30 $2.7M 69k 38.52
2022-06-30 $3.5M 82k 43.39
2022-03-31 $5.1M 101k 50.25

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for ShoreHaven Wealth Partners

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index