iShares MSCI EAFE Index Fund shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 117k | 79.86 |
| 2023-12-31 | $8.8M | 117k | 75.35 |
| 2023-09-30 | $8.5M | 123k | 68.92 |
| 2023-06-30 | $8.9M | 123k | 72.50 |
| 2023-03-31 | $9.3M | 130k | 71.52 |
| 2022-12-31 | $15M | 226k | 65.64 |
| 2022-09-30 | $13M | 225k | 56.21 |
| 2022-06-30 | $15M | 243k | 62.49 |
| 2022-03-31 | $18M | 233k | 74.84 |
| 2021-12-31 | $18M | 229k | 78.68 |
| 2021-09-30 | $17M | 220k | 77.91 |
| 2021-06-30 | $18M | 228k | 78.88 |
| 2021-03-31 | $17M | 217k | 79.13 |
| 2020-12-31 | $16M | 226k | 72.96 |
| 2020-09-30 | $14M | 224k | 63.65 |
| 2020-06-30 | $14M | 224k | 60.87 |
| 2020-03-31 | $5.5M | 104k | 53.46 |