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iShares MSCI EAFE Growth Index shares owned by Davis Wealth Advisors

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

Historical chart of Davis 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 Davis 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 Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 22k 111.37

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Jones Financial Companies, L.L
Nomura Asset Management International
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
Janney Montgomery Scott

View all funds holding iShares MSCI EAFE Growth Index