ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 446,163 Value ($000) $39,914 Avg Close Range
Q3 2025
Shares 448,722 Value ($000) $39,178 Avg Close Range
Q1 2025
Shares 438,408 Value ($000) $33,166 Avg Close Range
Q4 2024
Shares 400,145 Value ($000) $28,122 Avg Close Range
Q3 2024
Shares 275,154 Value ($000) $21,476 Avg Close Range
Q2 2024
Shares 256,084 Value ($000) $18,602 Avg Close Range
Q1 2024
Shares 199,019 Value ($000) $14,771 Avg Close Range
Q4 2023
Shares 139,159 Value ($000) $9,790 Avg Close Range
Q3 2023
Shares 67,733 Value ($000) $4,359 Avg Close Range
Q2 2023
Shares 64,463 Value ($000) $4,351 Avg Close Range
Q1 2023
Shares 64,339 Value ($000) $4,301 Avg Close Range
Q4 2022
Shares 16,483 Value ($000) $1,012 Avg Close Range
Q3 2022
Shares 180,986 Value ($000) $9,532 Avg Close Range
Q2 2022
Shares 202,838 Value ($000) $11,937 Avg Close Range
Q1 2022
Shares 214,339 Value ($000) $14,899 Avg Close Range
Q4 2021
Shares 212,902 Value ($000) $15,891 Avg Close Range
Q3 2021
Shares 213,065 Value ($000) $15,820 Avg Close Range
Q2 2021
Shares 212,309 Value ($000) $16,040 Avg Close Range
Q1 2021
Shares 192,467 Value ($000) $13,867 Avg Close Range
Q4 2020
Shares 153,085 Value ($000) $10,577 Avg Close Range
Q3 2020
Shares 151,052 Value ($000) $9,105 Avg Close Range
Q2 2020
Shares 151,250 Value ($000) $8,645 Avg Close Range
Q1 2020
Shares 143,499 Value ($000) $7,159 Avg Close Range
Q4 2019
Shares 135,860 Value ($000) $8,863 Avg Close Range