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iShares MSCI EAFE Growth Index shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic 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 Atlantic 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $66k 639 103.79
2023-12-31 $62k 639 96.85
2023-09-30 $55k 639 86.30
2023-06-30 $61k 639 95.41
2023-03-31 $60k 639 93.68
2022-12-31 $248k 3.0k 83.76
2022-09-30 $214k 3.0k 72.42
2022-06-30 $238k 3.0k 80.54
2022-03-31 $284k 3.0k 96.11
2021-12-31 $326k 3.0k 110.32

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares TR Ibonds 24 Etf (IBTE)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
Select Sector SPDR Etf (XLE)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg Awr Etf (EAGG)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Ishares Ibonds Dec 2029 Term T (IBTJ)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
iShares TR Ibonds Etf (IBTM)

View all positions for Atlantic Private Wealth

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Bank of America Corporation
SageView Advisory Group
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
Us Bancorp
Jane Street
Wells Fargo & Company
Pnc Financial Services
Facet Wealth

View all funds holding iShares MSCI EAFE Growth Index