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iShares MSCI EAFE Index Fund shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $71M 852k 83.63
2024-03-31 $702k 8.7k 80.34

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern 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