iShares MSCI EAFE Index Fund shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 13k | 79.86 |
| 2023-12-31 | $986k | 13k | 75.35 |
| 2023-09-30 | $900k | 13k | 68.92 |
| 2023-06-30 | $1.1M | 15k | 72.50 |
| 2023-03-31 | $1.1M | 15k | 71.52 |
| 2022-12-31 | $1.0M | 16k | 65.64 |
| 2022-09-30 | $885k | 16k | 55.98 |
| 2022-06-30 | $1.0M | 16k | 62.49 |
| 2022-03-31 | $1.2M | 17k | 73.60 |
| 2021-12-31 | $1.3M | 17k | 78.66 |
| 2021-09-30 | $1.3M | 17k | 78.00 |
| 2021-06-30 | $1.3M | 17k | 78.91 |
| 2021-03-31 | $1.3M | 18k | 75.86 |
| 2020-12-31 | $1.3M | 18k | 72.93 |
| 2020-09-30 | $1.1M | 18k | 63.60 |
| 2020-06-30 | $1.1M | 18k | 60.86 |
| 2020-03-31 | $1.6M | 29k | 53.46 |
| 2019-12-31 | $2.0M | 29k | 69.45 |
| 2019-09-30 | $1.9M | 30k | 65.12 |
| 2019-06-30 | $2.0M | 30k | 65.73 |
| 2019-03-31 | $4.6M | 71k | 64.85 |
| 2018-12-31 | $2.0M | 34k | 58.78 |
| 2018-09-30 | $2.3M | 34k | 67.99 |
| 2018-06-30 | $2.3M | 34k | 66.97 |
| 2018-03-31 | $2.7M | 39k | 69.68 |
| 2017-12-31 | $2.8M | 40k | 70.31 |
More positions owned by Holistic Financial Partners
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