iShares MSCI EAFE Index Fund shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $588k | 7.4k | 79.86 |
| 2023-12-31 | $555k | 7.4k | 75.35 |
| 2023-09-30 | $1.0M | 15k | 68.92 |
| 2023-06-30 | $1.1M | 15k | 72.50 |
| 2023-03-31 | $1.1M | 15k | 71.52 |
| 2022-12-31 | $992k | 15k | 65.64 |
| 2022-09-30 | $848k | 15k | 55.99 |
| 2022-06-30 | $946k | 15k | 62.46 |
| 2022-03-31 | $1.1M | 15k | 73.56 |
| 2021-12-31 | $1.2M | 15k | 78.64 |