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iShares MSCI EAFE Index Fund shares owned by Ratio Wealth Group

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Ratio Wealth Group from 13F filings

Historical chart of Ratio Wealth Group investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Ratio Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Ratio Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 14k 79.86
2023-09-30 $9.8M 143k 68.92
2023-06-30 $9.5M 131k 72.50

More positions owned by Ratio Wealth Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Inv Grde Etf (USIG)
Columbia Etf Tr I Research Enhan (CRED)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ratio Wealth Group

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
Goldman Sachs Group
Bank of America Corporation
Susquehanna International
Morgan Stanley
Jpmorgan Chase & Co
Squarepoint Ops
Wells Fargo & Company
Northern Trust
UBS Group
Citigroup
Citadel Advisors
Jane Street
FMR
Pnc Financial Services

View all funds holding iShares MSCI EAFE Index Fund