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Ishares Core Msci Eafe Etf core msci eafe shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 61k 87.31
2025-06-30 $1.0M 12k 83.48
2022-03-31 $354k 5.5k 64.74

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Asset Management
LPL Financial
Raymond James Financial
Us Bancorp
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
BlackRock
FMR
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co

View all funds holding Ishares Core Msci Eafe Etf core msci eafe