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iShares MSCI EAFE Value Index shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 438k 54.40
2023-12-31 $31M 591k 52.10
2023-09-30 $33M 674k 48.93
2023-06-30 $24M 485k 48.94
2023-03-31 $24M 493k 48.53
2022-12-31 $28M 610k 45.88
2022-09-30 $23M 595k 38.53
2022-06-30 $28M 645k 43.40
2022-03-31 $29M 584k 50.26

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
LPL Financial
Ameriprise Financial
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
BlackRock
Park Avenue Securities
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index