ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,213 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 3,213 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 3,266 Value ($000) $207 Avg Close — Range —
Q4 2022
Shares 10,878 Value ($000) $499 Avg Close — Range —
Q3 2022
Shares 9,438 Value ($000) $364 Avg Close — Range —
Q2 2022
Shares 9,458 Value ($000) $410 Avg Close — Range —
Q1 2022
Shares 9,381 Value ($000) $477 Avg Close — Range —
Q4 2021
Shares 10,328 Value ($000) $521 Avg Close — Range —