WealthPlan Investment Management »

iShares MSCI EAFE Value Index shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 19k 67.83
2025-06-30 $4.3M 67k 63.48
2023-09-30 $1.5M 30k 48.93
2022-12-31 $1.7M 34k 49.53
2022-09-30 $1.5M 32k 46.09
2022-03-31 $1.3M 28k 46.60

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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