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iShares MSCI EAFE Index Fund shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 419 93.37
2025-06-30 $38k 419 89.39
2025-03-31 $34k 419 81.73

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding iShares MSCI EAFE Index Fund

BlackRock
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Wells Fargo & Company
Northern Trust
Jpmorgan Chase & Co
UBS Group
Jane Street
Royal Bank of Canada
Northwestern Mutual Investment Management Company
FMR
TD Asset Management
Pnc Financial Services
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Index Fund