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iShares MSCI EAFE Growth Index shares owned by Cerro Pacific Wealth Advisors

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

Historical chart of Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 27k 102.30
2024-06-30 $2.7M 26k 102.30
2022-12-31 $4.2M 50k 83.76

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Value (VLUE)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishares 25+ Yr T (GOVZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Cerro Pacific Wealth Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
Mml Investors Services
Us Bancorp
Cetera Investment Advisers
Janney Montgomery Scott
Resources Investment Advisors

View all funds holding iShares MSCI EAFE Growth Index