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iShares MSCI EAFE Growth Index shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus 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 BankPlus 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 32k 113.92
2025-09-30 $3.5M 31k 113.88
2025-06-30 $3.3M 30k 112.00
2025-03-31 $2.7M 27k 99.99

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Russell 2000 Etf (IWM)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BankPlus Wealth Management

Top funds holding iShares MSCI EAFE Growth Index

Jones Financial Companies, L.L
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Us Bancorp
Pnc Financial Services
Wells Fargo & Company
Cetera Investment Advisers
FMR
UBS Group
Ameriprise Financial
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Colony

View all funds holding iShares MSCI EAFE Growth Index