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iShares MSCI EAFE Value Index shares owned by Triad Wealth Partners

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

Historical chart of Triad 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 Triad 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.4M 141k 52.47
2024-09-30 $3.3M 57k 57.53
2024-06-30 $19k 352 53.04

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Triad Wealth Partners

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
LPL Financial
Jpmorgan Chase & Co
Us Bancorp
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Morgan Stanley
Bank of America Corporation
BlackRock
Park Avenue Securities
CWM
Alliancebernstein
Ameriprise Financial
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index