Wealthgarden F.s »

iShares MSCI EAFE Value Index shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 36k 68.54
2025-06-30 $2.8M 44k 63.33
2025-03-31 $1.5M 26k 58.94
2024-12-31 $2.1M 40k 52.47
2024-09-30 $2.2M 38k 57.53

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Dynamic Eqty Act
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Wealthgarden F.s

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