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iShares MSCI EAFE Growth Index shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $120k 1.2k 96.85
2023-09-30 $153k 1.8k 86.30
2023-06-30 $200k 2.1k 95.41
2023-03-31 $173k 1.8k 93.68

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View all positions for Cape Investment Advisory

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