West Wealth Group »

iShares MSCI EAFE Value Index shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 344k 57.53
2024-06-30 $10M 190k 53.04
2024-03-31 $15M 279k 54.40
2023-12-31 $19M 362k 52.10
2023-09-30 $19M 386k 48.93
2023-06-30 $13M 275k 48.94
2023-03-31 $13M 269k 48.53
2022-12-31 $14M 315k 45.88
2022-09-30 $13M 347k 38.53
2022-06-30 $18M 425k 43.40
2022-03-31 $21M 411k 50.26
2021-12-31 $20M 404k 50.39

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for West Wealth Group

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