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iShares MSCI EAFE Growth Index shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $707k 6.2k 113.88
2025-06-30 $688k 6.1k 112.00
2025-03-31 $580k 5.7k 101.10
2021-12-31 $13k 123 105.69

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

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