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iShares MSCI EAFE Value Index shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 3.9k 55.96
2023-12-31 $200k 3.9k 51.41

More positions owned by Instrumental Wealth

Riot Blockchain (RIOT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Amplify Etf Tr Amplify Cybersec (HACK)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Instrumental Wealth

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