iShares MSCI EAFE Index Fund shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $954k | 13k | 75.35 |
| 2023-09-30 | $804k | 12k | 68.92 |
| 2023-06-30 | $892k | 12k | 72.50 |
| 2023-03-31 | $880k | 12k | 71.52 |
| 2022-12-31 | $807k | 12k | 65.64 |
| 2022-09-30 | $918k | 16k | 56.03 |
| 2022-06-30 | $215k | 3.4k | 62.63 |
| 2022-03-31 | $253k | 3.4k | 73.70 |
| 2021-12-31 | $270k | 3.4k | 78.65 |
| 2021-09-30 | $191k | 2.4k | 78.05 |
| 2021-06-30 | $193k | 2.4k | 78.87 |
| 2021-03-31 | $186k | 2.4k | 76.01 |
| 2020-12-31 | $125k | 1.7k | 73.23 |
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