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iShares MSCI EAFE Index Fund shares owned by Waterford Advisors

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

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

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $676k 8.5k 79.86
2023-09-30 $602k 8.7k 68.92
2023-06-30 $643k 8.9k 72.51
2023-03-31 $634k 8.9k 71.49
2022-12-31 $582k 8.9k 65.63

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford 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