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iShares MSCI EAFE Index Fund shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management 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 Aegis Wealth Management 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 27k 93.37
2025-06-30 $959k 12k 81.73
2025-03-31 $1.4M 17k 81.73
2024-12-31 $887k 12k 75.61

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Northern Trust
Jpmorgan Chase & Co
UBS Group
Jane Street
Royal Bank of Canada
Northwestern Mutual Investment Management Company
FMR
TD Asset Management
Pnc Financial Services
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Index Fund