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iShares MSCI EAFE Index Fund shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 2.6k 83.63
2024-06-30 $224k 2.8k 79.86
2024-03-31 $224k 2.8k 79.86

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Apple (AAPL)

View all positions for Holistic Planning

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
Goldman Sachs Group
Bank of America Corporation
Jane Street
Susquehanna International
Squarepoint Ops
Wells Fargo & Company
Northern Trust
Jpmorgan Chase & Co
UBS Group
Citigroup
Millennium Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding iShares MSCI EAFE Index Fund