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iShares MSCI EAFE Growth Index shares owned by Wealth Management Solutions

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

Historical chart of Wealth Management Solutions 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 Wealth Management Solutions 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 Wealth Management Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $453k 5.3k 86.30
2023-06-30 $389k 4.1k 95.41
2023-03-31 $548k 5.9k 93.68
2022-12-31 $722k 8.6k 83.78
2022-09-30 $382k 5.3k 72.50
2022-06-30 $931k 12k 80.49
2022-03-31 $3.9M 40k 96.27
2021-12-31 $9.5M 86k 110.29

More positions owned by Wealth Management Solutions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard World Fds Health Car Etf (VHT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Nfj Dividend Interest (NFJ)
Microsoft Corporation (MSFT)

View all positions for Wealth Management Solutions

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