Ishares Core Msci Eafe Etf core msci eafe shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ishares Core Msci Eafe Etf core msci eafe
Tip: Access up to 7 years of quarterly data
All positions including Ishares Core Msci Eafe Etf core msci eafe held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $232k | 2.6k | 89.47 |
| 2025-06-30 | $201k | 2.4k | 83.48 |
| 2023-06-30 | $219k | 3.3k | 67.50 |
| 2022-09-30 | $311k | 5.9k | 52.67 |
| 2022-06-30 | $436k | 7.4k | 58.89 |
| 2022-03-31 | $585k | 8.4k | 69.54 |
| 2021-12-31 | $611k | 8.2k | 74.69 |
| 2021-09-30 | $604k | 8.1k | 74.28 |
| 2021-06-30 | $591k | 7.9k | 74.83 |
| 2021-03-31 | $569k | 7.9k | 72.04 |
| 2020-12-31 | $434k | 6.3k | 69.09 |
| 2020-09-30 | $354k | 5.9k | 60.27 |
| 2020-06-30 | $371k | 6.5k | 57.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Top funds holding Ishares Core Msci Eafe Etf core msci eafe
View all funds holding Ishares Core Msci Eafe Etf core msci eafe