ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 90,239 Value ($000) $8,666 Avg Close Range
Q3 2025
Shares 87,944 Value ($000) $8,211 Avg Close Range
Q2 2025
Shares 75,696 Value ($000) $6,767 Avg Close Range
Q1 2025
Shares 76,650 Value ($000) $6,265 Avg Close Range
Q4 2024
Shares 67,525 Value ($000) $5,106 Avg Close Range
Q3 2024
Shares 70,321 Value ($000) $5,881 Avg Close Range
Q2 2024
Shares 129,126 Value ($000) $10,114 Avg Close Range
Q1 2024
Shares 138,550 Value ($000) $11,065 Avg Close Range
Q4 2023
Shares 6,345 Value ($000) $478 Avg Close Range
Q3 2023
Shares 7,067 Value ($000) $487 Avg Close Range
Q2 2023
Shares 7,067 Value ($000) $512 Avg Close Range
Q1 2023
Shares 7,063 Value ($000) $505 Avg Close Range
Q4 2022
Shares 9,024 Value ($000) $592 Avg Close Range
Q3 2022
Shares 12,240 Value ($000) $685 Avg Close Range
Q2 2022
Shares 15,787 Value ($000) $986 Avg Close Range
Q1 2022
Shares 14,065 Value ($000) $1,035 Avg Close Range
Q4 2021
Shares 6,769 Value ($000) $533 Avg Close Range
Q3 2021
Shares 4,217 Value ($000) $329 Avg Close Range
Q2 2021
Shares 4,184 Value ($000) $330 Avg Close Range
Q1 2021
Shares 4,136 Value ($000) $313 Avg Close Range
Q4 2020
Shares 4,136 Value ($000) $301 Avg Close Range
Q3 2020
Shares 4,128 Value ($000) $262 Avg Close Range
Q1 2020
Shares 20,235 Value ($000) $1,082 Avg Close Range
Q4 2019
Shares 35,469 Value ($000) $2,462 Avg Close Range
Q3 2019
Shares 63,283 Value ($000) $4,127 Avg Close Range
Q2 2019
Shares 28,589 Value ($000) $1,879 Avg Close Range
Q1 2019
Shares 7,185 Value ($000) $466 Avg Close Range