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Ishares Core Msci Eafe Etf core msci eafe shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 4.3k 78.05

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Vanguard Index Fds Value Etf (VTV)
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Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
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Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
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Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

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