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iShares MSCI EAFE Growth Index shares owned by BlackDiamond Wealth Management

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

Historical chart of BlackDiamond 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 BlackDiamond Wealth Management 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 BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 28k 103.79
2023-12-31 $3.0M 31k 97.50
2023-09-30 $2.5M 29k 83.66
2023-06-30 $3.9M 41k 95.54
2023-03-31 $4.1M 43k 95.14
2022-12-31 $2.2M 25k 87.81
2022-09-30 $2.0M 27k 76.63
2022-06-30 $1.6M 19k 82.84
2022-03-31 $2.0M 21k 96.27
2021-12-31 $3.7M 34k 110.30

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Strategic Trust Running Gwth Etf (RUNN)
Apple (AAPL)

View all positions for BlackDiamond Wealth Management

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