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iShares MSCI EAFE Growth Index shares owned by Vance Wealth

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

Historical chart of Vance 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 Vance 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 34k 103.79
2023-12-31 $3.2M 33k 96.85
2023-09-30 $2.8M 33k 86.30
2023-06-30 $3.0M 32k 95.41
2023-03-31 $2.8M 30k 93.68
2022-12-31 $2.2M 27k 83.76
2022-09-30 $2.2M 30k 72.56
2022-06-30 $1.9M 23k 80.51
2022-03-31 $1.9M 20k 96.28
2021-12-31 $532k 4.8k 110.35

More positions owned by Vance Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Procter & Gamble Company (PG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Etf Ser Solutions Netlease Corp (NETL)
Medtronic SHS (MDT)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Vance Wealth

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
LPL Financial
Bank of America Corporation
SageView Advisory Group
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
Facet Wealth
AE Wealth Management
Janney Montgomery Scott
UBS Group

View all funds holding iShares MSCI EAFE Growth Index