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Ishares Core Msci Eafe Etf core msci eafe shares owned by Fusion Family Wealth

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

Historical chart of Fusion Family Wealth 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 Fusion Family Wealth 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 Fusion Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $34M 481k 70.39
2023-09-30 $28M 427k 64.35
2023-06-30 $29M 426k 67.54
2023-03-31 $29M 431k 66.85
2022-12-31 $27M 437k 61.64
2022-09-30 $11M 154k 74.25
2022-06-30 $8.1M 137k 58.85
2022-03-31 $8.8M 126k 69.51
2021-12-31 $11M 145k 74.64
2021-09-30 $11M 154k 74.25
2021-06-30 $14M 186k 74.86
2021-03-31 $15M 203k 72.05
2020-12-31 $14M 203k 69.09
2020-09-30 $13M 208k 60.28
2020-06-30 $12M 214k 57.16
2020-03-31 $3.7M 74k 49.89
2019-12-31 $2.2M 34k 65.25
2019-09-30 $1.7M 28k 61.08
2019-06-30 $2.2M 36k 61.41
2019-03-31 $1.7M 28k 60.78
2018-12-31 $2.2M 41k 55.00
2018-09-30 $101k 1.6k 64.13
2018-06-30 $580k 913 635.27
2018-03-31 $16k 236 67.80
2017-12-31 $6.0k 96 62.50
2017-09-30 $3.0k 42 71.43
2017-06-30 $1.0k 16 62.50

More positions owned by Fusion Family Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Fusion Family Wealth

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