Wellspring Financial Advisors »

Ishares Core Msci Eafe Etf core msci eafe shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 164k 64.35
2023-06-30 $11M 164k 67.50
2023-03-31 $4.2M 63k 66.85
2022-12-31 $264k 4.3k 61.64
2022-03-31 $219k 3.2k 69.52
2021-03-31 $301k 6.0k 49.91
2020-03-31 $301k 6.0k 49.91

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Tiaa Trust, National Association
Wells Fargo & Company
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
UBS Group
Bank of New York Mellon
Jpmorgan Chase & Co
M^T Bank Corporation
Pnc Financial Services
Envestnet Portfolio Solutions
Betterment
Stifel Financial
State of New Jersey Common Pension Fund D

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