iShares MSCI EAFE Index Fund shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 43k | 79.86 |
| 2023-12-31 | $3.3M | 43k | 75.35 |
| 2023-09-30 | $3.2M | 47k | 68.92 |
| 2023-06-30 | $3.3M | 45k | 72.50 |
| 2023-03-31 | $3.4M | 48k | 71.52 |
| 2022-12-31 | $3.2M | 49k | 65.64 |
| 2022-09-30 | $2.8M | 49k | 56.02 |
| 2022-06-30 | $3.1M | 50k | 62.50 |
| 2022-03-31 | $3.7M | 50k | 73.61 |
| 2021-12-31 | $4.1M | 53k | 78.69 |
| 2021-09-30 | $4.0M | 52k | 78.01 |
| 2021-06-30 | $4.1M | 52k | 78.88 |
| 2021-03-31 | $4.0M | 53k | 75.87 |
| 2020-12-31 | $4.0M | 56k | 72.96 |
| 2020-09-30 | $3.7M | 58k | 63.65 |
| 2020-06-30 | $9.3M | 152k | 60.87 |
| 2020-03-31 | $7.6M | 143k | 53.46 |
| 2019-12-31 | $9.6M | 138k | 69.44 |
| 2019-09-30 | $7.8M | 119k | 65.21 |
| 2019-06-30 | $7.8M | 119k | 65.73 |
| 2019-03-31 | $7.3M | 113k | 64.86 |
| 2018-12-31 | $6.6M | 112k | 58.78 |
| 2018-09-30 | $6.3M | 92k | 67.99 |
| 2018-06-30 | $6.2M | 92k | 66.97 |
| 2018-03-31 | $6.3M | 90k | 69.68 |
| 2017-12-31 | $6.2M | 88k | 70.31 |
| 2017-09-30 | $5.8M | 85k | 68.48 |
| 2017-06-30 | $5.5M | 85k | 65.20 |
| 2017-03-31 | $5.4M | 86k | 62.29 |
| 2016-12-31 | $4.6M | 79k | 57.73 |
More positions owned by Concentric Wealth Management
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