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Ishares Core Msci Eafe Etf core msci eafe shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 2.9k 78.05
2024-06-30 $216k 3.0k 72.64
2024-03-31 $227k 3.1k 74.22
2016-09-30 $204k 3.7k 55.14

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
T. Rowe Price (TROW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

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