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iShares MSCI EAFE Value Index shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial 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 WealthPoint Financial 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 WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 45k 71.41

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
Ameriprise Financial
Park Avenue Securities
CWM
BlackRock
Alliancebernstein
Mml Investors Services
Auto-Owners Insurance
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index