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Ishares Core Msci Eafe Etf core msci eafe shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $64M 914k 70.35
2023-09-30 $61M 944k 64.35
2023-06-30 $57M 840k 67.50
2023-03-31 $57M 856k 66.85
2022-12-31 $53M 865k 61.64
2022-09-30 $45M 854k 52.67
2022-06-30 $51M 861k 58.85
2022-03-31 $2.4M 35k 69.52
2021-12-31 $2.2M 29k 74.65
2021-09-30 $61M 822k 74.25
2021-06-30 $1.5M 19k 74.86
2021-03-31 $2.2M 31k 72.05
2020-12-31 $1.6M 23k 69.07
2020-09-30 $1.8M 30k 60.28
2020-03-31 $1.4M 28k 49.89

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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
Bank of New York Mellon
UBS Group
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