Planning Capital Management Corp »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Planning Capital Management Corp

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

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 26k 78.05
2024-06-30 $1.4M 20k 72.64
2024-03-31 $1.2M 16k 74.22
2023-12-31 $752k 11k 70.35

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Southern Company (SO)
Air Products & Chemicals (APD)
Kellogg Company (K)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Planning Capital Management Corp

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

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

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