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Ishares Core Msci Eafe Etf core msci eafe shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $53M 748k 70.35
2023-09-30 $49M 761k 64.35
2023-06-30 $52M 774k 67.50
2023-03-31 $50M 741k 66.85
2022-12-31 $46M 745k 61.64
2022-09-30 $5.6M 106k 52.67
2022-06-30 $6.0M 102k 58.85
2022-03-31 $4.1M 59k 69.52
2021-12-31 $4.1M 55k 74.65
2021-09-30 $4.0M 53k 74.25
2021-06-30 $4.1M 54k 74.86
2021-03-31 $4.1M 57k 72.05
2020-12-31 $4.1M 60k 69.09
2020-09-30 $3.9M 66k 60.29
2020-06-30 $3.9M 68k 57.16
2020-03-31 $3.6M 72k 49.89
2019-12-31 $5.8M 89k 65.24
2019-09-30 $6.0M 99k 61.07
2019-06-30 $6.2M 101k 61.78
2019-03-31 $6.4M 103k 62.05
2018-12-31 $5.0M 86k 58.11
2018-09-30 $3.4M 55k 60.65
2018-06-30 $3.2M 51k 63.27
2018-03-31 $3.3M 49k 66.92
2017-12-31 $3.4M 48k 70.07
2017-09-30 $2.6M 41k 64.11
2017-06-30 $2.6M 42k 61.82
2017-03-31 $2.4M 42k 57.75
2016-12-31 $2.9M 53k 54.52
2016-09-30 $2.4M 44k 55.13
2016-06-30 $2.0M 38k 51.89
2016-03-31 $429k 8.1k 53.14
2015-12-31 $3.8M 69k 54.38
2015-09-30 $2.8M 53k 52.81
2015-06-30 $3.0M 52k 58.29
2015-03-31 $3.0M 52k 58.48
2014-12-31 $19M 335k 55.32
2014-09-30 $1.4M 25k 58.24

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Asset Management
LPL Financial
BlackRock
Us Bancorp
Goldman Sachs Group
BlackRock
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Ishares Core Msci Eafe Etf core msci eafe