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

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

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $891k 10k 89.46
2020-09-30 $973k 16k 60.28
2020-06-30 $923k 16k 57.18
2020-03-31 $805k 16k 49.87

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Brookfield Corp Cl A Ltd Vt Sh (BN)
salesforce (CRM)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Visa Com Cl A (V)
Williams Companies (WMB)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
AutoZone (AZO)

View all positions for Blue Zone Wealth Advisors

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

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

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