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iShares MSCI EAFE Index Fund shares owned by Allium Financial Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Allium Financial Advisors from 13F filings

Historical chart of Allium Financial Advisors 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 Allium Financial Advisors 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 Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.3k 93.37
2025-06-30 $1.1M 12k 89.39
2025-03-31 $1.0M 12k 81.73

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial Advisors

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