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iShares MSCI EAFE Value Index shares owned by Wealth Quarterback

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

Historical chart of Wealth Quarterback 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 Wealth Quarterback 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 Wealth Quarterback

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 42k 67.83
2025-06-30 $2.5M 39k 63.48
2025-03-31 $897k 15k 58.94

More positions owned by Wealth Quarterback

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Proshares Tr Short S&p 500 Ne (SH)
Vaneck Etf Trust Semiconductr Etf (SMH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Select Divid Etf (DVY)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Fundamental Smal (FFSM)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Wealth Quarterback

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