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Ishares Core Msci Eafe Etf core msci eafe shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Ishares Core Msci Eafe Etf core msci eafe

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20252M3M4M5M20k30k40k50k60k70k
Value ($)Share countHistorical IEFA position of LM Advisors Source: stockzoa.comValue ($)Share count

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All positions including Ishares Core Msci Eafe Etf core msci eafe held by LM Advisors 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 25k 70.27
2024-09-30 $1.8M 23k 78.04
2024-03-31 $5.2M 70k 74.22
2023-12-31 $3.5M 49k 70.35

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View all positions for LM Advisors

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
LPL Financial
Envestnet Asset Management
Raymond James Financial
Us Bancorp
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
BlackRock
Goldman Sachs Group
UBS Group
FMR

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