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iShares MSCI EAFE Growth Index shares owned by Balance Wealth

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

Historical chart of Balance 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 Balance 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 11k 113.88
2025-06-30 $1.2M 11k 112.00
2025-03-31 $1.4M 14k 100.00

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

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