iShares MSCI EAFE Index Fund shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 307k | 83.63 |
| 2024-06-30 | $26M | 331k | 78.33 |
| 2024-03-31 | $27M | 333k | 79.86 |
| 2023-12-31 | $26M | 344k | 75.35 |
| 2023-09-30 | $27M | 391k | 68.92 |
| 2023-06-30 | $29M | 436k | 66.29 |
| 2023-03-31 | $29M | 444k | 66.29 |
| 2022-12-31 | $31M | 473k | 66.29 |
| 2022-09-30 | $29M | 514k | 56.01 |
| 2022-06-30 | $27M | 427k | 62.49 |
| 2022-03-31 | $29M | 395k | 73.60 |
| 2021-12-31 | $33M | 424k | 78.68 |
| 2021-09-30 | $35M | 446k | 78.01 |
| 2021-06-30 | $35M | 441k | 78.95 |
| 2021-03-31 | $33M | 429k | 75.87 |
| 2020-12-31 | $33M | 446k | 72.96 |
| 2020-09-30 | $36M | 568k | 63.65 |
| 2020-06-30 | $42M | 688k | 60.87 |
| 2020-03-31 | $42M | 784k | 53.46 |
| 2019-12-31 | $48M | 697k | 69.44 |
| 2019-09-30 | $80M | 1.2M | 64.97 |
| 2019-06-30 | $82M | 1.3M | 65.36 |
| 2019-03-31 | $68M | 981k | 69.67 |
| 2018-12-31 | $79M | 1.3M | 58.69 |
| 2018-09-30 | $93M | 1.4M | 68.55 |
| 2018-06-30 | $66M | 988k | 66.60 |
| 2018-03-31 | $68M | 983k | 69.05 |
| 2017-12-31 | $63M | 895k | 70.26 |
| 2017-09-30 | $55M | 814k | 68.08 |
| 2017-06-30 | $49M | 751k | 65.20 |
| 2017-03-31 | $40M | 648k | 62.38 |
| 2016-12-31 | $31M | 530k | 57.53 |
| 2016-09-30 | $21M | 358k | 58.79 |
| 2016-06-30 | $17M | 317k | 55.00 |
| 2016-03-31 | $14M | 236k | 57.72 |
| 2015-12-31 | $10M | 171k | 59.52 |
| 2015-09-30 | $4.8M | 83k | 57.32 |
| 2015-06-30 | $471k | 7.4k | 63.65 |
| 2015-03-31 | $998k | 15k | 67.43 |