HCR Wealth Advisors »

iShares MSCI EAFE Index Fund shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Index Fund by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $404k 5.1k 79.86
2023-12-31 $381k 5.1k 75.35
2020-03-31 $41k 765 53.59
2019-12-31 $53k 765 69.28

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Vanguard Growth Index Fund ETF Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Ametek Common Stock (AME)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
Visa Common Stock (V)
Amazon.Com Common Stock (AMZN)
Meta Platforms Common Stock (META)
Schwab U.S. TIPS ETF Etf (SCHP)

View all positions for HCR Wealth Advisors

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