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Ishares Core Msci Eafe Etf core msci eafe shares owned by WLTH Capital Management

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

Historical chart of WLTH Capital Management 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 WLTH Capital 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 WLTH Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $20M 203k 97.28

More positions owned by WLTH Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for WLTH Capital Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

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

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