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Ishares Core Msci Eafe Etf core msci eafe shares owned by Envision Financial

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

Historical chart of Envision Financial 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 Envision Financial 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 Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 27k 87.31
2025-06-30 $2.3M 28k 83.48
2025-03-31 $1.9M 25k 75.65
2024-12-31 $1.8M 25k 70.28

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision Financial

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

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

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