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iShares MSCI EAFE Index Fund shares owned by Uptown Financial Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Uptown Financial Advisors from 13F filings

Historical chart of Uptown Financial Advisors 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 Uptown Financial Advisors 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 Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $336k 3.6k 93.37
2025-06-30 $322k 3.6k 89.39
2025-03-31 $294k 3.6k 81.73
2024-12-31 $272k 3.6k 75.61

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

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