iShares MSCI EAFE Value Index shares owned by Waldron
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $690k | 10k | 67.83 |
| 2025-06-30 | $646k | 10k | 63.48 |
| 2025-03-31 | $599k | 10k | 58.94 |
| 2024-12-31 | $258k | 4.9k | 52.47 |
| 2024-09-30 | $280k | 4.9k | 57.53 |
| 2024-06-30 | $258k | 4.9k | 53.05 |
| 2024-03-31 | $264k | 4.8k | 54.40 |
| 2023-12-31 | $252k | 4.8k | 51.98 |
| 2023-09-30 | $237k | 4.8k | 48.94 |
| 2023-06-30 | $237k | 4.8k | 48.95 |
| 2023-03-31 | $235k | 4.8k | 48.53 |
| 2018-09-30 | $1.3M | 26k | 51.90 |
| 2018-06-30 | $1.3M | 26k | 51.32 |
| 2018-03-31 | $1.4M | 26k | 54.52 |
| 2017-12-31 | $2.6M | 47k | 55.18 |
| 2017-09-30 | $1.8M | 32k | 54.59 |
| 2017-06-30 | $1.7M | 32k | 51.68 |
| 2017-03-31 | $1.6M | 32k | 50.28 |
| 2016-12-31 | $1.5M | 32k | 47.24 |
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