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iShares MSCI EAFE Growth Index shares owned by Waldron

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in iShares MSCI EAFE Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Growth Index held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Growth Index by Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 3.2k 113.88
2025-06-30 $362k 3.2k 112.00
2025-03-31 $325k 3.2k 100.00
2024-12-31 $284k 2.9k 96.83
2024-09-30 $254k 2.4k 107.65
2024-06-30 $241k 2.4k 102.30
2024-03-31 $244k 2.4k 103.79
2023-12-31 $228k 2.4k 96.85
2023-09-30 $203k 2.4k 86.30
2023-06-30 $225k 2.4k 95.41
2023-03-31 $221k 2.4k 93.68

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Morgan Stanley
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
UBS Group
Cetera Investment Advisers
FMR
Ameriprise Financial
Flow Traders US
Charles Schwab Investment Management
Sagespring Wealth Partners

View all funds holding iShares MSCI EAFE Growth Index