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iShares MSCI EAFE Growth Index shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners 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 BSW Wealth Partners 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 BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 2.0k 107.63
2024-06-30 $208k 2.0k 102.28
2022-03-31 $274k 2.9k 96.14
2021-12-31 $314k 2.8k 110.25
2021-09-30 $297k 2.8k 106.34
2021-06-30 $301k 2.8k 107.19
2021-03-31 $280k 2.8k 100.36
2020-12-31 $469k 4.6k 100.97
2020-09-30 $422k 4.7k 89.90
2020-06-30 $394k 4.7k 83.10
2020-03-31 $418k 5.9k 71.16
2019-12-31 $494k 5.7k 86.41
2019-09-30 $473k 5.9k 80.58
2019-06-30 $481k 6.0k 80.81
2019-03-31 $502k 6.5k 77.37
2018-12-31 $708k 10k 69.05
2018-09-30 $806k 10k 80.06
2018-06-30 $764k 9.7k 78.76
2018-03-31 $780k 9.7k 80.40
2017-12-31 $807k 10k 80.72
2017-09-30 $770k 10k 77.36
2017-06-30 $779k 11k 73.92
2017-03-31 $752k 11k 69.53
2016-12-31 $729k 11k 63.70
2016-09-30 $12k 789 14.63
2016-06-30 $800k 12k 65.42
2016-03-31 $834k 13k 65.79
2015-12-31 $876k 13k 67.11
2015-09-30 $858k 13k 63.81
2015-06-30 $1.0M 14k 69.90
2015-03-31 $1.0M 14k 70.05
2014-12-31 $1.0M 15k 65.81
2014-09-30 $1.1M 16k 68.12
2014-06-30 $1.3M 19k 72.46
2014-03-31 $1.4M 20k 70.94
2013-12-31 $1.9M 27k 71.50
2013-09-30 $2.5M 37k 68.13
2013-06-30 $2.5M 41k 61.75

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple Call (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Grwt Allocat Etf (AOR)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
BlackRock
Mml Investors Services
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index