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iShares MSCI EAFE Growth Index shares owned by Watershed Private Wealth

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

Historical chart of Watershed 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 Watershed 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 52k 103.79
2023-12-31 $355k 3.7k 96.85

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Large Cap Etf (VV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Watershed 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