iShares MSCI EAFE Index Fund shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $904k | 12k | 75.35 |
| 2023-09-30 | $845k | 12k | 68.92 |
| 2023-06-30 | $925k | 13k | 72.50 |
| 2023-03-31 | $727k | 10k | 71.52 |
| 2019-12-31 | $221k | 3.2k | 69.58 |
| 2019-09-30 | $241k | 3.7k | 65.10 |
| 2019-06-30 | $258k | 3.9k | 65.82 |
| 2019-03-31 | $563k | 8.7k | 64.87 |
| 2018-12-31 | $230k | 3.9k | 58.69 |
| 2017-12-31 | $381k | 5.4k | 70.30 |
| 2017-09-30 | $368k | 5.4k | 68.49 |
| 2017-06-30 | $335k | 5.1k | 65.12 |
| 2017-03-31 | $320k | 5.1k | 62.21 |