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

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

Historical chart of LVW Advisors 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 3.6k 87.30
2025-06-30 $299k 3.6k 83.47
2025-03-31 $272k 3.6k 75.64
2024-12-31 $270k 3.8k 70.27

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
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Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Asset Management
LPL Financial
Raymond James Financial
Us Bancorp
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
BlackRock
FMR
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co

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