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

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

Historical chart of Elmwood 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 Elmwood 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 65k 78.05
2024-06-30 $3.8M 52k 72.64
2024-03-31 $250k 3.4k 74.22

More positions owned by Elmwood Wealth Management

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Short Term Calif (CALY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Caribou Biosciences (CRBU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Calif Mun Bd Etf (CMF)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

View all positions for Elmwood 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