iShares MSCI EAFE Index Fund shares owned by WMS Partners
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $254k | 3.4k | 75.35 |
| 2023-09-30 | $385k | 5.6k | 68.92 |
| 2023-06-30 | $445k | 6.1k | 72.50 |
| 2023-03-31 | $455k | 6.4k | 71.52 |
| 2022-12-31 | $420k | 6.4k | 65.64 |
| 2022-09-30 | $359k | 6.4k | 56.07 |
| 2022-06-30 | $400k | 6.4k | 62.47 |
| 2022-03-31 | $471k | 6.4k | 73.56 |
| 2021-12-31 | $504k | 6.4k | 78.71 |
| 2021-09-30 | $338k | 4.3k | 78.01 |
| 2021-06-30 | $241k | 3.1k | 79.02 |
| 2019-09-30 | $257k | 3.9k | 65.11 |
| 2019-06-30 | $321k | 4.9k | 65.68 |
| 2019-03-31 | $220k | 3.4k | 64.95 |
| 2018-09-30 | $230k | 3.4k | 67.91 |
| 2018-06-30 | $217k | 3.2k | 67.12 |
| 2018-03-31 | $263k | 3.8k | 69.58 |
| 2017-12-31 | $227k | 3.2k | 70.21 |
| 2017-09-30 | $221k | 3.2k | 68.36 |
| 2017-06-30 | $211k | 3.2k | 65.26 |
| 2015-03-31 | $385k | 6.0k | 64.22 |
| 2013-12-31 | $268k | 4.0k | 67.00 |
| 2013-09-30 | $351k | 5.5k | 63.82 |
| 2013-06-30 | $315k | 5.5k | 57.27 |
| 2012-03-31 | $133k | 2.2k | 60.05 |
| 2011-06-30 | $133k | 2.2k | 60.05 |
| 2011-03-31 | $311k | 5.2k | 60.04 |