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iShares MSCI Emerging Markets Indx shares owned by Waterford Advisors

Quarter-by-quarter ownership of iShares MSCI Emerging Markets Indx (EEM) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in iShares MSCI Emerging Markets Indx

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI Emerging Markets Indx 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 Emerging Markets Indx by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 5.0k 53.40
2025-06-30 $240k 1.0k 230.17
2025-03-31 $217k 5.0k 43.70
2024-12-31 $208k 5.0k 41.82
2024-09-30 $228k 5.0k 45.86
2024-06-30 $215k 5.0k 42.59
2024-03-31 $207k 5.0k 41.08

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Waterford Advisors

Top funds holding iShares MSCI Emerging Markets Indx

UBS Group
Susquehanna International
Goldman Sachs Group
Millennium Management
Citadel Advisors
Morgan Stanley
Jane Street
Squarepoint Ops
Barclays
Wells Fargo & Company
Brevan Howard Capital Management
BlackRock
LMR Partners
Allianz Asset Management
Hsbc Holdings

View all funds holding iShares MSCI Emerging Markets Indx