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iShares MSCI EAFE Growth Index shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 22k 113.88
2025-06-30 $8.9M 79k 112.00
2025-03-31 $7.2M 72k 100.00
2024-12-31 $10M 105k 96.83
2024-09-30 $9.4M 88k 107.65
2024-06-30 $9.3M 91k 102.30
2024-03-31 $5.4M 52k 103.79
2023-12-31 $355k 3.7k 96.85

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr National Mun Etf (MUB)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Watershed Private Wealth

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