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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
2025-09-30 $14M 151k 93.37
2025-06-30 $13M 141k 89.39
2025-03-31 $11M 128k 81.73
2024-12-31 $1.6M 22k 75.61
2024-09-30 $1.8M 22k 83.63
2024-06-30 $8.7M 109k 80.36
2024-03-31 $7.0M 93k 75.35
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