Foundation Wealth Management »

iShares MSCI EAFE Growth Index shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth 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 Foundation Wealth Management 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 Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 26k 107.66
2024-06-30 $2.8M 28k 102.30
2024-03-31 $2.9M 28k 103.79
2023-12-31 $2.8M 29k 96.85
2023-09-30 $2.7M 31k 86.29
2023-06-30 $2.7M 29k 95.41
2023-03-31 $2.7M 29k 93.67
2022-12-31 $3.4M 41k 83.76

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Foundation Wealth 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