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iShares MSCI EAFE Growth Index shares owned by Geneos Wealth Management

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

Historical chart of Geneos 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 Geneos 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 31k 102.30
2024-03-31 $3.1M 30k 103.79
2023-12-31 $2.5M 26k 96.85
2023-09-30 $2.2M 26k 86.30
2023-06-30 $2.3M 24k 95.41
2023-03-31 $2.3M 25k 93.68
2022-12-31 $1.6M 19k 83.76
2022-09-30 $1.4M 19k 72.53
2022-06-30 $1.5M 18k 80.62
2022-03-31 $1.7M 18k 96.22
2021-12-31 $1.9M 17k 110.26
2021-09-30 $1.6M 15k 106.68
2021-06-30 $1.6M 15k 107.82
2021-03-31 $1.7M 16k 104.55
2020-12-31 $1.5M 16k 95.04
2020-09-30 $1.4M 16k 89.23
2020-06-30 $1.5M 18k 82.80
2020-03-31 $1.2M 18k 70.22
2019-12-31 $1.7M 19k 86.71
2019-09-30 $1.6M 20k 80.29
2019-06-30 $1.6M 20k 80.76
2019-03-31 $1.4M 19k 77.45
2018-12-31 $1.2M 18k 68.89
2018-09-30 $1.4M 18k 80.04
2018-06-30 $1.4M 18k 78.78
2018-03-31 $1.5M 19k 80.34
2017-12-31 $1.4M 18k 80.70
2017-09-30 $1.1M 14k 77.39
2017-06-30 $1000k 14k 73.91
2017-03-31 $878k 13k 69.46
2016-12-31 $796k 13k 63.64
2016-09-30 $779k 11k 68.37
2016-06-30 $720k 11k 65.48
2016-03-31 $606k 9.3k 65.10

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos 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