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iShares MSCI EAFE Growth Index shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 29k 86.30
2023-06-30 $3.5M 37k 95.41
2023-03-31 $2.8M 30k 93.68
2022-12-31 $2.1M 25k 83.76
2022-09-30 $2.4M 33k 72.55
2022-06-30 $2.5M 31k 80.50
2022-03-31 $2.9M 30k 96.26
2021-12-31 $3.1M 28k 110.28
2021-09-30 $3.0M 28k 106.46
2021-06-30 $1.9M 18k 107.30
2021-03-31 $1.8M 18k 100.43
2020-12-31 $2.8M 28k 100.92

More positions owned by Copperleaf Capital

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Copperleaf Capital

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