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iShares MSCI EAFE Growth Index shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $277k 3.2k 86.11
2023-06-30 $293k 3.1k 95.38
2023-03-31 $147k 1.6k 93.39
2022-12-31 $78k 932 83.69
2022-03-31 $269k 2.8k 96.45
2021-12-31 $2.1M 19k 110.23
2021-09-30 $2.8M 26k 106.47
2021-06-30 $2.8M 27k 107.28
2020-12-31 $3.5M 34k 100.93

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Portfolio Solutions
CWM
Park Avenue Securities
Advisor Group Holdings
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
AE Wealth Management
Facet Wealth
Janney Montgomery Scott
UBS Group
Bank of New York Mellon
M^T Bank Corporation

View all funds holding iShares MSCI EAFE Growth Index