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

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $127M 1.6M 78.05
2024-06-30 $118M 1.6M 72.64
2024-03-31 $120M 1.6M 74.22
2023-12-31 $89M 1.3M 70.35
2023-09-30 $82M 1.3M 64.35
2023-06-30 $85M 1.3M 67.50
2023-03-31 $83M 1.2M 66.85
2022-12-31 $75M 1.2M 61.64
2022-09-30 $63M 1.2M 52.67
2022-06-30 $65M 1.1M 58.85
2022-03-31 $75M 1.1M 69.51
2021-12-31 $76M 1.0M 74.64
2021-09-30 $71M 962k 74.25
2021-06-30 $66M 884k 74.86
2021-03-31 $54M 755k 72.05
2020-12-31 $47M 680k 69.09
2020-09-30 $36M 603k 60.28
2020-06-30 $33M 578k 57.16
2020-03-31 $29M 582k 49.89
2019-12-31 $34M 522k 65.24
2019-09-30 $28M 454k 61.07
2019-06-30 $26M 427k 61.40
2019-03-31 $25M 411k 60.77
2018-12-31 $22M 404k 55.00
2018-09-30 $33M 512k 64.08
2018-06-30 $31M 492k 63.37
2018-03-31 $29M 445k 65.88
2017-12-31 $26M 385k 66.09
2017-09-30 $22M 346k 64.17
2017-06-30 $19M 309k 60.89
2017-03-31 $13M 231k 57.95
2016-12-31 $9.2M 171k 53.63
2016-09-30 $8.0M 145k 55.14
2016-06-30 $6.7M 128k 51.89
2016-03-31 $5.1M 95k 53.14
2015-12-31 $5.0M 93k 54.38
2015-09-30 $4.0M 76k 52.81
2015-06-30 $3.3M 56k 58.31
2015-03-31 $2.0M 35k 58.48
2014-12-31 $1.2M 22k 55.33

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth 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
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