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iShares MSCI EAFE Value Index shares owned by Waldron

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $252k 4.8k 51.98
2023-09-30 $236k 4.8k 48.74
2023-06-30 $236k 4.8k 48.74
2023-03-31 $234k 4.8k 48.41
2018-09-30 $1.3M 26k 51.90
2018-06-30 $1.3M 26k 51.32
2018-03-31 $1.4M 26k 54.52
2017-12-31 $2.6M 47k 55.18
2017-09-30 $1.8M 32k 54.59
2017-06-30 $1.7M 32k 51.68
2017-03-31 $1.6M 32k 50.28
2016-12-31 $1.5M 32k 47.24

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Janney Montgomery Scott
Alliancebernstein
Baird Financial
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index