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iShares MSCI EAFE Value Index shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 663 57.53
2024-06-30 $482k 9.1k 53.04

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Spdr Gold Shares Exchange Traded Fund (GLD)
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)
Vanguard Large-cap Etf Exchange Traded Fund (VV)
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Vanguard Small-cap Etf Exchange Traded Fund (VB)
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial 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