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iShares MSCI EAFE Index Fund shares owned by Icon Wealth Advisors

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $133k 1.6k 83.63
2024-03-31 $257k 3.2k 79.86
2023-12-31 $714k 9.5k 75.35
2022-12-31 $1.4M 21k 65.64
2022-09-30 $1.2M 21k 56.01

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Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
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Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding iShares MSCI EAFE Index Fund

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

View all funds holding iShares MSCI EAFE Index Fund