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Ishares Core Msci Eafe Etf core msci eafe shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek 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 Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 404k 78.05
2024-06-30 $26M 350k 72.64
2024-03-31 $23M 304k 74.22
2023-12-31 $21M 291k 70.35

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Blue Owl Capital Com Cl A (OWL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Meta Platforms Cl A (META)

View all positions for Turtle Creek 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