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iShares MSCI EAFE Value Index shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 200k 67.83
2025-06-30 $14M 224k 63.48
2025-03-31 $10M 170k 58.94
2024-12-31 $11M 199k 52.47
2024-09-30 $12M 200k 57.53
2024-06-30 $5.5M 104k 53.04
2024-03-31 $8.5M 157k 54.40
2023-12-31 $12M 222k 52.10

More positions owned by TSA Wealth Managment

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for TSA Wealth Managment

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