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iShares MSCI EAFE Growth Index shares owned by Addison Advisors

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

Historical chart of Addison 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 Addison 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 Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $151k 1.4k 107.65
2024-06-30 $149k 1.5k 102.30
2024-03-31 $156k 1.5k 103.79
2023-12-31 $146k 1.5k 96.85
2023-09-30 $130k 1.5k 86.30
2023-06-30 $185k 1.9k 95.41
2023-03-31 $182k 1.9k 93.68
2022-12-31 $142k 1.7k 83.76
2022-09-30 $9.0k 120 75.00

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
BlackRock
Mml Investors Services
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index