iShares MSCI EAFE Index Fund shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.1M | 73k | 68.92 |
| 2023-06-30 | $6.2M | 86k | 72.50 |
| 2023-03-31 | $6.2M | 87k | 71.52 |
| 2022-12-31 | $5.7M | 87k | 65.64 |
| 2022-09-30 | $4.9M | 87k | 56.01 |
| 2022-06-30 | $5.9M | 95k | 62.49 |
| 2022-03-31 | $7.0M | 95k | 73.60 |
| 2021-12-31 | $7.6M | 97k | 78.68 |
| 2021-09-30 | $7.6M | 98k | 78.01 |
| 2021-06-30 | $8.5M | 108k | 78.88 |
| 2021-03-31 | $6.2M | 78k | 78.93 |
| 2020-12-31 | $5.4M | 74k | 72.95 |
| 2020-09-30 | $4.9M | 77k | 63.65 |
| 2020-06-30 | $4.8M | 79k | 60.87 |
| 2020-03-31 | $4.3M | 80k | 53.46 |
| 2019-12-31 | $7.3M | 105k | 69.44 |
| 2019-09-30 | $7.9M | 121k | 65.21 |
| 2019-06-30 | $8.1M | 123k | 65.73 |
| 2019-03-31 | $8.2M | 126k | 64.86 |
| 2018-12-31 | $13M | 212k | 58.78 |
| 2018-09-30 | $11M | 154k | 67.99 |
| 2018-06-30 | $11M | 163k | 66.97 |
| 2018-03-31 | $11M | 163k | 69.68 |
| 2017-12-31 | $12M | 165k | 70.31 |
| 2017-09-30 | $12M | 181k | 68.48 |
| 2017-06-30 | $12M | 185k | 65.20 |
| 2017-03-31 | $12M | 189k | 62.29 |
| 2016-12-31 | $12M | 211k | 57.73 |
| 2016-09-30 | $13M | 214k | 59.13 |
| 2016-06-30 | $12M | 222k | 55.82 |
| 2016-03-31 | $15M | 257k | 57.16 |
| 2015-12-31 | $17M | 285k | 58.72 |
| 2015-09-30 | $16M | 283k | 57.32 |
| 2015-06-30 | $18M | 283k | 63.49 |
| 2015-03-31 | $18M | 286k | 64.17 |