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Ishares Core Msci Eafe Etf core msci eafe shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 145k 78.05
2024-06-30 $11M 145k 72.64
2024-03-31 $11M 150k 74.22
2023-12-31 $10M 147k 70.35
2023-09-30 $9.5M 148k 64.35
2023-06-30 $9.6M 142k 67.50
2023-03-31 $9.6M 143k 66.85
2022-12-31 $9.0M 146k 61.64
2022-09-30 $8.0M 152k 52.67
2022-06-30 $9.1M 154k 58.85
2022-03-31 $12M 169k 69.51
2021-12-31 $13M 168k 74.64
2021-09-30 $12M 162k 74.25
2021-06-30 $12M 154k 74.86
2021-03-31 $10M 145k 72.05
2020-12-31 $9.1M 132k 69.09
2020-09-30 $6.9M 115k 60.28
2020-06-30 $6.7M 117k 57.16
2020-03-31 $6.0M 121k 49.89
2019-12-31 $8.0M 122k 65.24