Forte Asset Management »

iShares MSCI EAFE Growth Index shares owned by Forte Asset Management

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Forte Asset Management from 13F filings

Historical chart of Forte Asset Management 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 Forte Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Growth Index by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 75k 107.65
2024-06-30 $7.3M 71k 102.30
2024-03-31 $5.5M 53k 103.79
2023-12-31 $6.0M 62k 96.85
2023-09-30 $5.8M 68k 86.30
2023-06-30 $5.9M 62k 95.41
2023-03-31 $6.3M 67k 93.68
2022-12-31 $3.9M 47k 83.76

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Broad Usd High (USHY)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Forte Asset Management

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
BlackRock
Mml Investors Services
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index