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iShares MSCI EAFE Growth Index shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor 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 Bay Harbor 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 45k 96.85
2023-09-30 $5.9M 68k 86.30
2023-06-30 $8.2M 86k 95.41
2023-03-31 $8.1M 87k 93.68
2022-12-31 $5.3M 64k 83.75
2022-09-30 $4.6M 63k 72.55
2022-06-30 $3.4M 43k 80.49
2022-03-31 $3.6M 37k 96.26
2021-12-31 $5.5M 56k 99.05
2021-09-30 $6.3M 59k 106.47
2021-06-30 $4.7M 44k 107.28
2021-03-31 $4.2M 42k 100.47
2020-12-31 $4.6M 46k 100.92
2020-09-30 $4.1M 46k 89.89
2020-06-30 $3.3M 40k 83.10

More positions owned by Bay Harbor Wealth Management

Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)
Ishares Mbs Etf Exchange Traded Fund (MBB)

View all positions for Bay Harbor Wealth Management

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Portfolio Solutions
CWM
Park Avenue Securities
Advisor Group Holdings
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
AE Wealth Management
M^T Bank Corporation
Facet Wealth
UBS Group
Janney Montgomery Scott
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Growth Index