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

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

Historical chart of Wealthsource 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 Wealthsource 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 48k 70.35
2023-09-30 $3.3M 51k 64.35
2023-06-30 $3.8M 57k 67.50
2023-03-31 $3.8M 57k 66.85
2022-12-31 $3.5M 57k 61.64
2022-09-30 $3.4M 65k 52.67
2022-06-30 $5.1M 87k 58.85
2022-03-31 $8.0M 115k 69.51
2021-12-31 $9.5M 127k 74.64
2021-09-30 $9.6M 129k 74.25
2021-06-30 $10M 139k 74.86
2021-03-31 $10M 140k 72.05
2020-12-31 $15M 224k 69.09
2020-09-30 $20M 327k 60.28
2020-06-30 $19M 333k 57.16
2020-03-31 $38M 763k 49.89
2019-12-31 $33M 501k 65.24
2019-09-30 $10M 168k 61.07
2019-06-30 $14M 232k 61.40
2019-03-31 $15M 249k 60.77
2018-12-31 $13M 234k 55.00
2018-09-30 $15M 241k 64.08
2018-06-30 $13M 207k 63.37
2018-03-31 $8.5M 147k 57.95
2017-12-31 $11M 161k 66.09
2017-09-30 $9.4M 146k 64.17
2017-06-30 $8.8M 145k 60.89
2017-03-31 $8.5M 147k 57.95
2016-12-31 $7.9M 147k 53.63
2016-09-30 $7.6M 139k 55.14
2016-06-30 $7.8M 151k 51.89
2016-03-31 $5.5M 104k 53.14

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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