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

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 2.8k 78.05
2024-06-30 $205k 2.8k 72.64
2024-03-31 $210k 2.8k 74.22

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Us Bancorp Del Com New (USB)
Alerus Finl (ALRS)

View all positions for Wealth Forward

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