Lakeshore Financial Planning »

iShares MSCI EAFE Index Fund shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial 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 Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Index Fund by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $418k 6.1k 68.92

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Squarepoint Ops
Citigroup
Barclays
Jane Street
Citadel Advisors
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Index Fund