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iShares MSCI EAFE Growth Index shares owned by BIP Wealth

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

Historical chart of BIP 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 BIP 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $838k 7.4k 113.88
2025-06-30 $869k 7.8k 112.00
2025-03-31 $1.0M 10k 100.00
2024-12-31 $1.0M 10k 96.83
2024-09-30 $1.1M 10k 107.65
2024-06-30 $1.1M 11k 102.30
2024-03-31 $1.2M 12k 103.79
2023-12-31 $1.0M 11k 96.85
2023-09-30 $1.0M 12k 86.30
2023-06-30 $1.1M 12k 95.41
2023-03-31 $1.3M 14k 93.68

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP 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