iShares MSCI EAFE Index Fund shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $828k | 8.9k | 93.37 |
| 2021-12-31 | $686k | 8.7k | 78.68 |
| 2021-09-30 | $677k | 8.7k | 78.01 |
| 2021-06-30 | $601k | 7.6k | 78.88 |
| 2021-03-31 | $578k | 7.6k | 75.87 |
| 2020-12-31 | $556k | 7.6k | 72.96 |
| 2020-09-30 | $514k | 8.1k | 63.65 |
| 2020-06-30 | $573k | 9.4k | 60.87 |
| 2020-03-31 | $514k | 9.6k | 53.46 |
| 2019-12-31 | $682k | 9.8k | 69.44 |