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iShares MSCI EAFE Index Fund shares owned by Aurum Wealth Management Group

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

Historical chart of Aurum Wealth Management Group 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 Aurum Wealth Management Group 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 Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $623k 8.3k 75.35
2022-12-31 $657k 10k 65.64
2021-12-31 $1.8M 23k 78.69
2021-09-30 $836k 11k 78.01
2021-06-30 $845k 11k 78.85
2021-03-31 $1.2M 15k 75.90
2020-12-31 $1.1M 16k 72.95

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Squarepoint Ops
Citigroup
Barclays
Jane Street
Citadel Advisors
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Bank of New York Mellon
TD Asset Management

View all funds holding iShares MSCI EAFE Index Fund