iShares MSCI EAFE Index Fund shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 15k | 79.86 |
| 2023-12-31 | $1.2M | 16k | 75.35 |
| 2023-09-30 | $1.1M | 16k | 69.07 |
| 2023-06-30 | $1.3M | 18k | 72.19 |
| 2023-03-31 | $1.1M | 16k | 71.52 |
| 2022-12-31 | $1.1M | 16k | 65.64 |
| 2022-09-30 | $897k | 16k | 55.98 |
| 2022-06-30 | $987k | 16k | 62.48 |
| 2022-03-31 | $1.1M | 16k | 73.58 |
| 2021-12-31 | $786k | 10k | 78.71 |
| 2021-09-30 | $758k | 9.7k | 78.05 |
| 2021-06-30 | $766k | 9.7k | 78.87 |
| 2021-03-31 | $757k | 10k | 75.90 |
| 2020-12-31 | $728k | 10k | 73.00 |
| 2020-09-30 | $653k | 10k | 63.66 |
| 2020-06-30 | $559k | 9.2k | 60.88 |
| 2020-03-31 | $493k | 9.2k | 53.42 |
| 2019-12-31 | $975k | 14k | 69.45 |
| 2019-09-30 | $672k | 10k | 65.24 |
| 2019-06-30 | $700k | 11k | 65.74 |
| 2019-03-31 | $695k | 11k | 64.89 |
| 2018-12-31 | $630k | 11k | 58.82 |
| 2018-09-30 | $752k | 11k | 68.11 |
| 2018-06-30 | $733k | 11k | 66.39 |
| 2018-03-31 | $821k | 12k | 68.73 |
| 2017-12-31 | $867k | 12k | 72.32 |
| 2017-09-30 | $878k | 13k | 68.43 |
| 2017-06-30 | $832k | 13k | 64.98 |
| 2017-03-31 | $867k | 12k | 72.32 |
| 2016-12-31 | $987k | 17k | 59.42 |
| 2016-09-30 | $1.2M | 20k | 59.14 |
| 2016-06-30 | $1.1M | 21k | 55.84 |
| 2016-03-31 | $1.1M | 20k | 57.16 |
| 2015-12-31 | $1.2M | 20k | 58.72 |
| 2015-09-30 | $1.2M | 21k | 57.33 |
| 2015-06-30 | $1.3M | 21k | 63.51 |
| 2015-03-31 | $1.3M | 21k | 64.19 |
| 2014-12-31 | $1.3M | 21k | 60.83 |
| 2014-09-30 | $1.3M | 21k | 64.10 |
| 2014-06-30 | $1.4M | 21k | 68.35 |
| 2014-03-31 | $1.4M | 21k | 67.19 |
| 2013-12-31 | $1.4M | 21k | 67.10 |
| 2013-09-30 | $1.4M | 21k | 63.80 |
| 2013-06-30 | $1.2M | 21k | 57.28 |
| 2013-03-31 | $1.3M | 21k | 58.96 |
| 2012-12-31 | $1.2M | 21k | 56.86 |
| 2012-09-30 | $1.1M | 21k | 52.99 |
| 2012-06-30 | $972k | 20k | 49.97 |
| 2012-03-31 | $1.1M | 19k | 54.90 |