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iShares MSCI EAFE Growth Index shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 120 113.93
2025-09-30 $14k 120 113.88
2025-06-30 $13k 120 112.00
2025-03-31 $12k 120 100.00
2024-12-31 $12k 120 96.83

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
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Ishares Msci Emrg Chn (EMXC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Bernard Wealth Management Corp.

Top funds holding iShares MSCI EAFE Growth Index

Jones Financial Companies, L.L
Envestnet Asset Management
LPL Financial
Park Avenue Securities
Us Bancorp
Pnc Financial Services
Wells Fargo & Company
Janney Montgomery Scott
FMR
Cetera Investment Advisers
UBS Group
Ameriprise Financial
Branch Banking & Trust Company
JB Capital
Charles Schwab Investment Management

View all funds holding iShares MSCI EAFE Growth Index