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Ishares Core Msci Eafe Etf core msci eafe shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $218k 3.0k 72.64
2024-03-31 $223k 3.0k 74.22
2023-12-31 $260k 3.7k 70.36
2023-09-30 $175k 2.7k 64.35
2023-06-30 $230k 3.4k 67.50
2023-03-31 $123k 1.8k 66.87
2022-12-31 $120k 1.9k 61.62
2022-09-30 $272k 5.2k 52.49
2022-06-30 $158k 2.7k 58.61
2022-03-31 $187k 2.7k 69.36
2021-12-31 $589k 7.9k 74.66
2021-09-30 $625k 8.4k 74.27
2021-06-30 $412k 5.5k 74.87
2021-03-31 $83k 1.2k 72.17
2020-12-31 $79k 1.2k 68.70
2020-09-30 $69k 1.2k 60.00
2020-03-31 $42k 857 49.01
2019-12-31 $161k 2.5k 65.61
2019-09-30 $150k 2.5k 61.12
2019-06-30 $150k 2.5k 61.12
2019-03-31 $285k 4.7k 60.82
2018-12-31 $156k 2.8k 54.91
2018-09-30 $545k 8.5k 64.06
2018-06-30 $497k 7.8k 63.36
2018-03-31 $679k 10k 65.83
2017-12-31 $21k 319 65.83
2017-09-30 $20k 315 63.49
2017-06-30 $19k 315 60.32
2017-03-31 $33k 572 57.69
2016-12-31 $31k 572 54.20
2016-09-30 $31k 566 54.77
2016-06-30 $29k 566 51.24
2016-03-31 $30k 566 53.00
2015-12-31 $31k 566 54.77

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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