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iShares MSCI EAFE Value Index shares owned by Stone Point Wealth

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

Historical chart of Stone Point 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 Stone Point 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 3.2k 67.83
2025-06-30 $207k 3.3k 63.48
2022-12-31 $499k 11k 45.88
2022-09-30 $364k 9.4k 38.57
2022-06-30 $410k 9.5k 43.35
2022-03-31 $477k 9.4k 50.85
2021-12-31 $521k 10k 50.45

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Stone Point 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