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

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 16k 90.53

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

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

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