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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly 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 |
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