Confluence Wealth Management »

iShares MSCI EAFE Growth Index shares owned by Confluence Wealth Management

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

Historical chart of Confluence Wealth Management 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 Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Growth Index by Confluence Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $276k 3.4k 80.42
2020-06-30 $4.5M 54k 83.10
2020-03-31 $4.9M 69k 71.11
2019-12-31 $297k 3.4k 86.54
2019-09-30 $276k 3.4k 80.42
2019-06-30 $277k 3.4k 80.71
2019-03-31 $266k 3.4k 77.51
2018-12-31 $351k 5.1k 69.14
2016-09-30 $210k 3.1k 68.36
2016-06-30 $211k 3.2k 65.53
2016-03-31 $212k 3.2k 65.84