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iShares MSCI EAFE Growth Index shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $157k 1.5k 102.30
2024-03-31 $96k 926 103.79
2023-12-31 $120k 1.2k 96.85
2023-09-30 $153k 1.8k 86.30
2023-06-30 $200k 2.1k 95.41
2023-03-31 $173k 1.8k 93.68

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View all positions for Cape Investment Advisory

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