iShares MSCI EAFE Index Fund shares owned by Waterford Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $863k | 9.2k | 93.37 |
| 2025-06-30 | $827k | 2.8k | 297.52 |
| 2025-03-31 | $756k | 9.2k | 81.73 |
| 2024-12-31 | $585k | 7.7k | 75.61 |
| 2024-09-30 | $635k | 7.6k | 83.63 |
| 2024-06-30 | $663k | 8.5k | 78.33 |
| 2024-03-31 | $676k | 8.5k | 79.86 |
| 2023-09-30 | $602k | 8.7k | 68.92 |
| 2023-06-30 | $643k | 8.9k | 72.51 |
| 2023-03-31 | $634k | 8.9k | 71.49 |
| 2022-12-31 | $582k | 8.9k | 65.63 |