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Ishares Core Msci Eafe Etf core msci eafe shares owned by Private Ocean

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core msci eafe held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 3.0k 74.22
2023-12-31 $260k 3.7k 70.36
2023-09-30 $175k 2.7k 64.35
2023-06-30 $230k 3.4k 67.50
2023-03-31 $123k 1.8k 66.87
2022-12-31 $120k 1.9k 61.62
2022-09-30 $272k 5.2k 52.49
2022-06-30 $158k 2.7k 58.61
2022-03-31 $187k 2.7k 69.36
2021-12-31 $589k 7.9k 74.66
2021-09-30 $625k 8.4k 74.27
2021-06-30 $412k 5.5k 74.87
2021-03-31 $83k 1.2k 72.17
2020-12-31 $79k 1.2k 68.70
2020-09-30 $69k 1.2k 60.00
2020-03-31 $42k 857 49.01
2019-12-31 $161k 2.5k 65.61
2019-09-30 $150k 2.5k 61.12
2019-06-30 $150k 2.5k 61.12
2019-03-31 $285k 4.7k 60.82
2018-12-31 $156k 2.8k 54.91
2018-09-30 $545k 8.5k 64.06
2018-06-30 $497k 7.8k 63.36
2018-03-31 $679k 10k 65.83
2017-12-31 $21k 319 65.83
2017-09-30 $20k 315 63.49
2017-06-30 $19k 315 60.32
2017-03-31 $33k 572 57.69
2016-12-31 $31k 572 54.20
2016-09-30 $31k 566 54.77
2016-06-30 $29k 566 51.24
2016-03-31 $30k 566 53.00
2015-12-31 $31k 566 54.77

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
UBS Group
Bank of New York Mellon
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

View all funds holding Ishares Core Msci Eafe Etf core msci eafe