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Ishares Core Msci Eafe Etf core msci eafe shares owned by Presilium Private Wealth

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

Historical chart of Presilium Private Wealth 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 Presilium Private Wealth 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 Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $795k 11k 74.22
2023-12-31 $750k 11k 70.35
2023-09-30 $686k 11k 64.35
2023-06-30 $832k 12k 67.50
2023-03-31 $203k 3.0k 66.85

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Ubs Global Asset Management Americas
Wells Fargo & Company
Conrad N. Hilton Foundation
Envestnet Asset Management
BlackRock
LPL Financial
Goldman Sachs Group
Us Bancorp
Raymond James & Associates
Northwestern Mutual Wealth Management Company
UBS Group
Bank of New York Mellon

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