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

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

Historical chart of Geneos Wealth Management 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 Geneos 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 199k 72.64
2024-03-31 $13M 179k 74.22
2023-12-31 $12M 173k 70.35
2023-09-30 $12M 189k 64.35
2023-06-30 $12M 183k 67.50
2023-03-31 $12M 177k 66.85
2022-12-31 $13M 208k 61.64
2022-09-30 $10M 189k 52.67
2022-06-30 $13M 213k 58.93
2022-03-31 $16M 223k 69.51
2021-12-31 $16M 209k 74.64
2021-09-30 $14M 193k 74.36
2021-06-30 $14M 181k 75.37
2021-03-31 $13M 180k 74.40
2020-12-31 $13M 186k 70.86
2020-09-30 $6.9M 115k 59.93
2020-06-30 $6.5M 114k 56.85
2020-03-31 $5.7M 115k 49.59
2019-12-31 $7.5M 115k 65.43
2019-09-30 $7.0M 115k 60.89
2019-06-30 $7.0M 115k 61.40
2019-03-31 $11M 177k 60.77
2018-12-31 $5.7M 103k 54.82
2018-09-30 $5.3M 82k 64.10
2018-06-30 $4.8M 75k 63.90
2018-03-31 $2.1M 32k 65.87
2017-12-31 $1.6M 25k 66.09
2017-09-30 $960k 15k 64.13
2017-06-30 $682k 11k 60.83
2017-03-31 $585k 10k 57.94
2016-12-31 $341k 6.4k 53.63
2016-09-30 $301k 5.5k 55.10
2016-06-30 $272k 5.2k 51.83
2016-03-31 $245k 4.7k 52.38

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos 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