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iShares MSCI EAFE Growth Index shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors 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 Arete Wealth Advisors 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 20k 103.79
2023-12-31 $2.1M 22k 96.85
2023-09-30 $899k 10k 86.30
2023-06-30 $2.8M 30k 95.42
2023-03-31 $2.9B 31k 93681.44
2022-12-31 $2.7B 33k 83760.79
2022-09-30 $2.3M 32k 72.57
2022-06-30 $1.9M 24k 80.47
2022-03-31 $2.5M 26k 96.26
2021-12-31 $3.1M 28k 110.40
2021-09-30 $2.9M 27k 106.48
2021-06-30 $1.4M 25k 56.51
2021-03-31 $1.6M 16k 100.48
2020-12-31 $356k 3.5k 101.60
2020-09-30 $349k 3.9k 90.41
2020-06-30 $320k 3.8k 83.18
2018-09-30 $630k 7.9k 80.07
2018-06-30 $635k 8.1k 78.80
2018-03-31 $335k 4.2k 80.37
2017-12-31 $375k 4.6k 80.78
2017-09-30 $217k 2.8k 77.25