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Ishares Core Msci Eafe Etf core msci eafe shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners 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 Fort Point Capital Partners 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 331k 70.35
2023-09-30 $30M 460k 64.35
2023-06-30 $22M 328k 67.50
2023-03-31 $7.0M 104k 66.85
2022-12-31 $6.5M 106k 61.64
2022-09-30 $5.2M 99k 52.67
2022-06-30 $5.8M 99k 58.85
2022-03-31 $7.4M 106k 69.51
2021-12-31 $4.2M 56k 74.63
2021-09-30 $4.1M 55k 74.24
2021-06-30 $4.3M 57k 74.86
2021-03-31 $3.8M 53k 72.06
2020-12-31 $3.9M 56k 69.09
2020-09-30 $3.3M 55k 60.28
2020-06-30 $3.3M 58k 57.17
2020-03-31 $3.3M 67k 49.89
2019-12-31 $12M 178k 65.24
2019-09-30 $11M 178k 61.07
2019-06-30 $12M 190k 61.40
2019-03-31 $12M 197k 60.77
2018-12-31 $11M 201k 55.00
2018-09-30 $10M 157k 64.08
2018-06-30 $8.6M 136k 63.37
2018-03-31 $7.2M 998k 7.17
2017-12-31 $6.3M 95k 66.09
2017-09-30 $6.2M 97k 64.17
2017-06-30 $6.1M 100k 60.89
2017-03-31 $5.9M 102k 57.95
2016-12-31 $6.7M 120k 55.30
2016-09-30 $6.8M 123k 55.14
2016-06-30 $6.4M 123k 51.89
2016-03-31 $6.0M 113k 53.14
2015-12-31 $2.0M 37k 54.38
2015-09-30 $1.9M 37k 52.80

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

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