TRUE Private Wealth Advisors »

Ishares Core Msci Eafe Etf core msci eafe shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 61k 78.05
2024-06-30 $5.3M 73k 72.64
2024-03-31 $7.4M 99k 74.22
2023-12-31 $6.3M 90k 70.35
2023-09-30 $11M 166k 64.35
2023-06-30 $6.3M 94k 67.50
2023-03-31 $1.7M 26k 66.85
2022-12-31 $638k 10k 61.64
2022-09-30 $371k 7.0k 52.66
2022-06-30 $418k 7.1k 58.73
2022-03-31 $470k 7.1k 66.05
2021-12-31 $1.1M 15k 74.60
2021-09-30 $1.1M 15k 74.20
2021-06-30 $1.1M 15k 74.81
2021-03-31 $1.2M 17k 72.08
2020-12-31 $1.9M 27k 69.05
2020-09-30 $3.7M 61k 60.27
2020-06-30 $12M 212k 57.16
2020-03-31 $12M 237k 49.89
2019-12-31 $31M 474k 65.24
2019-09-30 $22M 365k 61.07
2019-06-30 $23M 373k 61.40
2019-03-31 $19M 315k 60.77
2018-12-31 $15M 279k 55.00
2018-09-30 $7.3M 113k 64.08
2018-06-30 $7.5M 119k 63.37
2018-03-31 $3.9M 59k 65.87
2017-12-31 $3.9M 59k 66.09
2017-09-30 $3.8M 60k 64.17
2017-06-30 $3.3M 55k 60.87
2017-03-31 $3.2M 56k 57.56
2016-12-31 $2.8M 51k 55.68
2016-09-30 $2.5M 46k 53.69
2016-06-30 $29M 550k 51.89
2016-03-31 $13M 252k 53.14
2015-12-31 $11M 199k 54.38

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

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