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iShares MSCI EAFE Index Fund shares owned by Levy Wealth Management Group

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

Historical chart of Levy Wealth Management Group 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 Levy Wealth Management Group 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 Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $876k 12k 75.35
2023-12-31 $876k 12k 75.35
2023-09-30 $805k 12k 68.92
2023-06-30 $918k 13k 72.50
2023-03-31 $898k 13k 71.52
2022-12-31 $839k 13k 65.64

More positions owned by Levy Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Levy Wealth Management Group

Top funds holding iShares MSCI EAFE Index Fund

Goldman Sachs Group
Bank of America Corporation
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
TD Asset Management

View all funds holding iShares MSCI EAFE Index Fund