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

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

Historical chart of Planning Alternatives investment in Ishares Core Msci Eafe Etf core msci eafe

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2024-09-30 $635k 8.1k 78.05
2024-06-30 $554k 7.6k 72.64
2024-03-31 $604k 8.1k 74.22
2023-12-31 $562k 8.0k 70.35
2023-09-30 $523k 8.1k 64.35
2023-06-30 $560k 8.3k 67.50
2023-03-31 $601k 9.0k 66.85
2022-12-31 $519k 8.4k 61.64
2022-09-30 $548k 10k 52.70
2022-06-30 $613k 10k 58.88
2022-03-31 $726k 11k 69.47
2021-12-31 $791k 11k 74.66
2021-09-30 $813k 11k 74.29
2021-06-30 $827k 11k 74.89
2021-03-31 $766k 11k 72.04
2020-12-31 $843k 12k 69.12
2020-09-30 $2.6M 43k 60.27
2020-06-30 $7.1M 124k 57.16
2020-03-31 $7.2M 145k 49.89
2019-12-31 $8.5M 130k 65.24
2019-09-30 $7.4M 122k 61.07
2019-06-30 $7.5M 123k 61.40
2019-03-31 $7.6M 124k 60.77
2018-12-31 $7.5M 137k 55.00
2018-09-30 $8.7M 136k 64.08
2018-06-30 $8.3M 132k 63.37
2018-03-31 $8.6M 131k 65.88
2017-12-31 $8.1M 123k 66.09
2017-09-30 $7.7M 120k 64.17
2017-06-30 $7.3M 121k 60.89
2017-03-31 $7.0M 120k 57.95
2016-12-31 $6.1M 113k 53.63
2016-09-30 $5.5M 99k 55.14
2016-06-30 $4.7M 91k 51.89
2016-03-31 $4.7M 88k 53.14
2015-12-31 $2.6M 48k 54.38
2015-09-30 $2.2M 42k 52.81
2015-06-30 $2.5M 42k 58.30
2015-03-31 $2.2M 37k 58.50
2014-12-31 $1.8M 33k 55.32
2014-09-30 $1.1M 18k 58.22
2014-06-30 $1.0M 16k 62.22
2014-03-31 $636k 10k 61.05

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Planning Alternatives

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