iShares MSCI EAFE Index Fund shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.6M | 24k | 68.92 |
| 2023-06-30 | $747k | 10k | 72.50 |
| 2023-03-31 | $734k | 10k | 71.52 |
| 2022-12-31 | $679k | 10k | 65.64 |
| 2022-09-30 | $509k | 9.1k | 56.05 |
| 2022-06-30 | $608k | 9.7k | 62.53 |
| 2022-03-31 | $652k | 8.9k | 73.59 |
| 2021-12-31 | $511k | 6.5k | 78.65 |
| 2021-06-30 | $1.3M | 16k | 78.90 |
| 2021-03-31 | $1.2M | 16k | 75.89 |
| 2020-12-31 | $1.1M | 16k | 72.95 |
| 2020-09-30 | $1.3M | 21k | 63.65 |
| 2020-06-30 | $1.2M | 19k | 60.88 |
| 2020-03-31 | $1.0M | 20k | 53.44 |
| 2019-12-31 | $1.4M | 21k | 69.45 |
| 2019-09-30 | $1.2M | 19k | 65.20 |
| 2019-06-30 | $1.4M | 21k | 65.74 |
| 2019-03-31 | $1.4M | 22k | 64.85 |
| 2018-12-31 | $2.0M | 34k | 58.77 |
| 2018-09-30 | $2.3M | 34k | 67.98 |
| 2018-06-30 | $2.3M | 34k | 66.97 |
| 2018-03-31 | $2.4M | 34k | 69.69 |
| 2017-12-31 | $2.4M | 34k | 70.32 |
| 2017-09-30 | $871k | 13k | 68.44 |
| 2017-06-30 | $828k | 13k | 65.18 |
| 2017-03-31 | $1.9M | 31k | 61.45 |
| 2016-12-31 | $1.5M | 26k | 57.72 |
| 2016-09-30 | $1.5M | 26k | 57.83 |
| 2016-06-30 | $1.1M | 20k | 55.83 |
| 2013-03-31 | $79k | 1.3k | 61.86 |