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BlackRock shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 31 838.71
2023-12-31 $23k 28 821.43
2023-09-30 $19k 30 642.86
2023-06-30 $18k 27 680.00
2023-03-31 $14k 21 666.67
2022-12-31 $11k 20 550.00
2022-09-30 $11k 20 550.00
2022-06-30 $12k 20 600.00
2022-03-31 $15k 20 750.00
2021-12-31 $18k 20 900.00
2021-09-30 $38k 45 844.44
2021-06-30 $39k 45 866.67
2021-03-31 $34k 45 755.56
2020-12-31 $32k 45 711.11
2020-09-30 $25k 45 555.56
2020-06-30 $24k 45 533.33
2020-03-31 $20k 45 444.44