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Ishares Core Msci Eafe Etf core msci eafe shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core msci eafe held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $302k 3.9k 78.04
2024-06-30 $362k 5.0k 72.64
2024-03-31 $432k 5.8k 74.23
2023-12-31 $444k 6.3k 70.35
2023-09-30 $705k 11k 64.35
2023-06-30 $729k 11k 67.50
2023-03-31 $890k 13k 66.85
2022-12-31 $879k 14k 61.64
2022-09-30 $1.0M 20k 52.69
2022-06-30 $24M 401k 58.85
2022-03-31 $1.4M 20k 69.49
2021-12-31 $1.8M 24k 74.61