WCG Wealth Advisors »

iShares MSCI EAFE Value Index shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 136k 57.53
2024-06-30 $3.0M 56k 53.11
2024-03-31 $6.1M 112k 54.40
2023-12-31 $1.9M 37k 52.11
2023-09-30 $2.2M 46k 48.93
2023-06-30 $1.8M 38k 48.88

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index