Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $790k 11k 70.35
2023-09-30 $569k 8.8k 64.35
2023-06-30 $512k 7.6k 67.50
2023-03-31 $521k 7.8k 66.85
2022-12-31 $483k 7.8k 61.64
2022-09-30 $675k 13k 52.66
2022-06-30 $1.1M 20k 58.85
2022-03-31 $1.4M 20k 69.49
2021-12-31 $1.0M 14k 74.68
2021-09-30 $908k 12k 74.27
2021-06-30 $1.0M 14k 74.87
2021-03-31 $921k 13k 72.08
2020-12-31 $635k 9.2k 69.06
2020-09-30 $372k 6.2k 60.34
2020-06-30 $352k 6.2k 57.22
2020-03-31 $418k 8.4k 49.90
2019-12-31 $694k 11k 65.21
2019-09-30 $504k 8.2k 61.13
2019-06-30 $586k 9.5k 61.39
2019-03-31 $617k 10k 60.78
2018-12-31 $558k 10k 54.96
2018-09-30 $664k 10k 64.05
2018-06-30 $669k 11k 63.37
2018-03-31 $889k 14k 65.90
2017-12-31 $713k 11k 66.12
2017-09-30 $674k 11k 64.18
2017-06-30 $646k 11k 60.93
2017-03-31 $726k 13k 57.95
2016-12-31 $691k 13k 53.66
2016-09-30 $710k 13k 55.16
2016-06-30 $702k 14k 51.88
2016-03-31 $2.0M 38k 53.15
2015-12-31 $1.7M 32k 54.37
2015-09-30 $1.7M 33k 52.80
2015-06-30 $1.5M 26k 58.29
2015-03-31 $1.5M 26k 58.48
2014-12-31 $1.5M 27k 55.31

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
Bank of New York Mellon
UBS Group
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

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