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iShares MSCI EAFE Index Fund shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors 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 SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 25k 83.63
2024-06-30 $1.8M 23k 78.33
2024-03-31 $1.2M 15k 79.86
2023-12-31 $870k 12k 75.35
2023-09-30 $611k 8.9k 68.92
2023-06-30 $578k 8.0k 72.50
2023-03-31 $621k 8.7k 71.52
2022-12-31 $550k 8.4k 65.64
2022-09-30 $452k 8.1k 55.93
2022-06-30 $485k 7.8k 62.48
2022-03-31 $579k 7.9k 73.54
2021-12-31 $607k 7.7k 78.68
2021-09-30 $596k 7.6k 77.99
2021-06-30 $635k 8.1k 78.88
2021-03-31 $620k 8.2k 75.87
2020-12-31 $640k 8.5k 75.30