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

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

Historical chart of Mission Wealth Management 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $205M 2.9M 70.35
2023-09-30 $171M 2.6M 64.35
2023-06-30 $155M 2.3M 67.50
2023-03-31 $131M 2.0M 66.85
2022-12-31 $98M 1.6M 61.64
2022-09-30 $80M 1.5M 52.67
2022-06-30 $80M 1.4M 58.85
2022-03-31 $91M 1.3M 69.51
2021-12-31 $95M 1.3M 74.64
2021-09-30 $89M 1.2M 74.25
2021-06-30 $88M 1.2M 74.86
2021-03-31 $80M 1.1M 72.05
2020-12-31 $73M 1.1M 69.09
2020-09-30 $59M 974k 60.28
2020-06-30 $53M 919k 57.16
2020-03-31 $38M 765k 49.89
2019-12-31 $63M 969k 65.24
2019-09-30 $57M 926k 61.07
2019-06-30 $54M 873k 61.40
2019-03-31 $51M 832k 60.77
2018-12-31 $44M 805k 55.00
2018-09-30 $79M 1.2M 64.08
2018-06-30 $79M 1.2M 63.37
2018-03-31 $79M 1.2M 65.88
2017-12-31 $71M 1.1M 66.09
2017-09-30 $68M 1.1M 64.17
2017-06-30 $3.6M 59k 60.90
2017-03-31 $3.7M 64k 57.95
2016-12-31 $3.9M 73k 53.63

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
UBS Group
Bank of New York Mellon
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

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