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iShares MSCI EAFE Index Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 22k 83.63
2024-06-30 $8.7M 109k 80.36
2024-03-31 $7.8M 101k 77.27
2023-12-31 $7.0M 93k 75.35
2023-09-30 $7.7M 112k 68.92
2023-06-30 $7.4M 102k 72.50
2023-03-31 $7.6M 107k 71.52
2022-12-31 $1.7M 26k 65.64
2022-09-30 $1.7M 30k 56.02
2022-06-30 $1.9M 30k 62.48
2022-03-31 $2.2M 30k 73.60
2021-12-31 $2.3M 29k 78.69