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iShares MSCI EAFE Growth Index shares owned by Charter Research & Investment

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

Historical chart of Charter Research & Investment 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 Charter Research & Investment 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 Charter Research & Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 2.6k 113.88
2025-06-30 $244k 2.2k 112.00
2025-03-31 $254k 2.5k 100.00

More positions owned by Charter Research & Investment

Apple Common (AAPL)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
Rtx Corp Common (RTX)
Meta Platforms Cl A (META)
Johnson & Johnson Common (JNJ)
International Business Machs Common (IBM)
Pepsico Common (PEP)
Spdr Gold Tr Gold Shs (GLD)
Mondelez Intl Cl A (MDLZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&p Dcrp (MDY)
Bank America Corp Common (BAC)
Home Depot Common (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corp Common (XOM)
Alphabet Inc Cl C Cap Stk Cl C (GOOG)

View all positions for Charter Research & Investment

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