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iShares MSCI EAFE Index Fund shares owned by Endowment Wealth Management

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

Historical chart of Endowment 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 Endowment 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 42k 75.35
2023-09-30 $2.8M 40k 68.92
2023-06-30 $2.6M 36k 72.50
2023-03-31 $2.5M 35k 71.52
2022-03-31 $227k 3.1k 73.49
2021-12-31 $259k 3.3k 78.68

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
West Pharmaceutical Services (WST)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Eafe (IEFA)
Palantir Technologies Cl A (PLTR)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Ishares Msci Eurzone Etf (EZU)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Endowment Wealth Management

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