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iShares MSCI EAFE Growth Index shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in iShares MSCI EAFE Growth Index

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240.6M0.8M1M5k6k7k8k9k10k
Value ($)Share countHistorical EFG position of EverSource Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares MSCI EAFE Growth Index held by EverSource 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $743k 6.9k 107.65
2024-06-30 $1.0M 9.7k 103.36
2024-03-31 $543k 5.5k 98.92
2023-12-31 $515k 5.3k 96.88
2023-09-30 $617k 7.1k 86.30
2023-06-30 $948k 9.9k 95.41
2023-03-31 $930k 9.9k 93.68
2022-12-31 $529k 6.3k 83.76
2022-09-30 $909k 6.4k 142.86
2022-06-30 $472k 5.5k 85.37
2022-03-31 $504k 5.3k 94.26
2021-12-31 $751k 6.8k 110.65