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iShares MSCI EAFE Value Index shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory 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 Winthrop Advisory Group 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $318k 4.2k 76.54
2022-03-31 $811k 16k 50.23
2021-12-31 $792k 16k 50.53

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for Winthrop Advisory Group

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Morgan Stanley
Bank of America Corporation
Jones Financial Companies, L.L
Ameriprise Financial
Park Avenue Securities
Auto-Owners Insurance
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Alliancebernstein
Dynasty Wealth Management
UBS Group

View all funds holding iShares MSCI EAFE Value Index