iShares MSCI EAFE Index Fund shares owned by Lee Financial
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $211k | 2.0k | 103.89 |
| 2023-12-31 | $63k | 833 | 75.35 |
| 2023-09-30 | $44k | 638 | 68.92 |
| 2023-06-30 | $54k | 739 | 72.50 |
| 2023-03-31 | $31k | 439 | 71.52 |
| 2022-12-31 | $26k | 395 | 65.64 |
| 2022-09-30 | $22k | 395 | 55.70 |
| 2022-06-30 | $25k | 395 | 63.29 |
| 2022-03-31 | $29k | 395 | 73.42 |
| 2021-12-31 | $31k | 395 | 78.48 |
| 2021-09-30 | $31k | 395 | 78.48 |
| 2021-06-30 | $31k | 395 | 78.48 |
| 2020-12-31 | $5.0k | 67 | 74.63 |
| 2020-09-30 | $4.0k | 67 | 59.70 |
| 2020-06-30 | $4.0k | 67 | 59.70 |
| 2020-03-31 | $4.0k | 67 | 59.70 |
| 2019-12-31 | $5.0k | 67 | 74.63 |
| 2019-09-30 | $4.0k | 67 | 59.70 |
| 2019-06-30 | $268k | 4.1k | 65.64 |
| 2019-03-31 | $270k | 4.2k | 64.84 |
| 2018-12-31 | $254k | 4.3k | 58.82 |
| 2018-09-30 | $294k | 4.3k | 68.09 |
| 2018-06-30 | $289k | 4.3k | 66.93 |
| 2018-03-31 | $290k | 4.2k | 69.64 |
| 2017-12-31 | $17k | 238 | 71.43 |
| 2017-09-30 | $16k | 238 | 67.23 |
| 2017-06-30 | $16k | 238 | 67.23 |
| 2017-03-31 | $72k | 1.2k | 61.96 |
| 2016-12-31 | $67k | 1.2k | 57.66 |