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iShares MSCI EAFE Growth Index shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners 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 Axis Wealth Partners 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 Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 17k 113.88
2025-06-30 $1.8M 16k 112.00
2025-03-31 $1.4M 15k 100.00
2024-12-31 $1.4M 15k 96.83

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Morgan Stanley
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
UBS Group
Cetera Investment Advisers
FMR
Ameriprise Financial
Flow Traders US
Charles Schwab Investment Management
Sagespring Wealth Partners

View all funds holding iShares MSCI EAFE Growth Index