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iShares MSCI EAFE Index Fund shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management 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 Mittelman Wealth Management 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 130k 78.33
2024-03-31 $10M 130k 79.86

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Apple Common Stock (AAPL)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Uit Exchange Traded (ISCB)
Microsoft Corp Common Stock (MSFT)

View all positions for Mittelman Wealth Management

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