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iShares MSCI EAFE Value Index shares owned by SMART Wealth

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

Historical chart of SMART 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 SMART 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 SMART Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$607k	9.0k	67.83
2025-06-30	$468k	7.4k	63.48
2025-03-31	$391k	6.6k	58.94
2024-12-31	$280k	5.3k	52.47
2024-09-30	$214k	3.7k	57.53

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Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)

First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)

View all positions for SMART Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management

Jpmorgan Chase & Co

Envestnet Portfolio Solutions

Jones Financial Companies, L.L

Park Avenue Securities

Ameriprise Financial

Alliancebernstein

Mml Investors Services

Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index

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