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iShares MSCI EAFE Growth Index shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 44k 103.79
2023-12-31 $4.0M 42k 96.85

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Morgan Stanley
Bank of America Corporation
SageView Advisory Group
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
Us Bancorp
Jane Street
Wells Fargo & Company
Pnc Financial Services
Facet Wealth

View all funds holding iShares MSCI EAFE Growth Index