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iShares MSCI EAFE Index Fund shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $780k 9.8k 79.86
2023-12-31 $738k 9.8k 75.35

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Squarepoint Ops
Citigroup
Barclays
Jane Street
Citadel Advisors
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Index Fund