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iShares MSCI EAFE Value Index shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies 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 Unique Wealth Strategies 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 Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 18k 76.55
2026-03-31 $1.3M 17k 74.35
2025-12-31 $958k 13k 71.41
2025-09-30 $978k 14k 67.83
2025-06-30 $911k 14k 63.48
2024-06-30 $79k 1.5k 54.40

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Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Unique Wealth Strategies

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index