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iShares MSCI EAFE Index Fund shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 2.7k 83.63
2024-06-30 $213k 2.7k 78.33

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
BlackRock
Goldman Sachs Group
Bank of America Corporation
Jane Street
Susquehanna International
Squarepoint Ops
Morgan Stanley
Wells Fargo & Company
Northern Trust
Jpmorgan Chase & Co
Citigroup
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding iShares MSCI EAFE Index Fund