iShares MSCI EAFE Index Fund shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 93.37 |
| 2025-06-30 | $1.7M | 19k | 89.39 |
| 2025-03-31 | $1.5M | 18k | 81.73 |
| 2024-12-31 | $1.3M | 18k | 75.61 |
| 2024-09-30 | $1.5M | 18k | 83.63 |
| 2024-06-30 | $1.4M | 18k | 78.33 |
| 2024-03-31 | $1.5M | 19k | 79.86 |
| 2023-12-31 | $1.4M | 19k | 75.35 |
| 2023-09-30 | $1.2M | 18k | 68.92 |
| 2023-06-30 | $1.3M | 18k | 72.50 |
| 2023-03-31 | $1.3M | 18k | 71.52 |
| 2022-12-31 | $1.1M | 17k | 65.63 |
| 2022-09-30 | $1.0M | 18k | 56.01 |
| 2022-06-30 | $1.3M | 21k | 62.49 |
| 2022-03-31 | $1.7M | 23k | 73.59 |
| 2021-12-31 | $1.9M | 24k | 78.68 |
| 2021-09-30 | $1.6M | 21k | 78.00 |
| 2021-06-30 | $1.6M | 21k | 78.88 |
| 2021-03-31 | $1.7M | 22k | 75.89 |
| 2020-12-31 | $1.6M | 22k | 72.96 |
| 2020-09-30 | $1.5M | 23k | 63.64 |
| 2020-06-30 | $1.3M | 22k | 60.87 |
| 2020-03-31 | $1.6M | 31k | 53.44 |
| 2019-12-31 | $6.0M | 86k | 69.44 |
| 2019-09-30 | $5.1M | 78k | 65.22 |
| 2019-06-30 | $5.9M | 90k | 65.73 |
| 2019-03-31 | $5.5M | 85k | 64.86 |
| 2018-12-31 | $5.0M | 85k | 58.78 |
| 2018-09-30 | $8.4M | 123k | 67.99 |
| 2018-06-30 | $10M | 150k | 66.97 |
| 2018-03-31 | $11M | 156k | 69.68 |
| 2017-12-31 | $9.0M | 128k | 70.31 |
| 2017-09-30 | $9.2M | 135k | 68.48 |
| 2017-06-30 | $7.4M | 114k | 65.20 |
| 2017-03-31 | $4.9M | 79k | 62.29 |
| 2016-12-31 | $3.5M | 61k | 57.74 |
| 2016-09-30 | $3.5M | 59k | 59.13 |