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Ishares Core Msci Eafe Etf core msci eafe shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management 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 Southern Wealth Management 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $27M 400k 66.85
2022-12-31 $24M 394k 61.64
2022-09-30 $21M 375k 55.72
2022-06-30 $12M 201k 58.85
2022-03-31 $26M 373k 69.51
2021-12-31 $9.7M 130k 74.64
2021-09-30 $17M 226k 74.25
2021-06-30 $17M 221k 76.29
2021-03-31 $14M 195k 72.05
2020-12-31 $12M 176k 69.09
2020-09-30 $8.6M 143k 60.28
2020-06-30 $8.1M 142k 57.16
2020-03-31 $2.8M 57k 49.88
2019-12-31 $6.7M 102k 65.24

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

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