Windward Private Wealth Management »

iShares MSCI EAFE Index Fund shares owned by Windward Private Wealth Management

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

Historical chart of Windward Private 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 Windward Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Index Fund by Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $305k 4.1k 75.35
2023-09-30 $319k 4.6k 68.92
2023-06-30 $359k 5.0k 72.50
2023-03-31 $411k 5.7k 71.52
2022-12-31 $418k 6.4k 65.64
2022-09-30 $360k 6.4k 56.08
2022-06-30 $649k 10k 62.48
2022-03-31 $1.0M 14k 73.57
2021-12-31 $1.4M 18k 78.67
2021-09-30 $1.4M 18k 78.00
2021-06-30 $1.5M 18k 78.86
2021-03-31 $1.4M 19k 75.88
2020-12-31 $1.4M 20k 72.95