Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Global Wealth Strategies & Associates »

iShares MSCI EAFE Growth Index shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares MSCI EAFE Growth Index by Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$373k	3.9k	96.85
2023-09-30	$9.2M	107k	86.30
2023-06-30	$9.2M	97k	95.41
2023-03-31	$8.7M	93k	93.68
2022-12-31	$5.5M	66k	83.76

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)

Ishares Core Msci Eafe Etf Etf (IEFA)

Invesco Nasdaq 100 Etf Etf (QQQM)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Wisdomtree Floating Rate Treasury Fund Etf (USFR)

Ishares National Muni Bond Etf Etf (MUB)

Ishares U.s. Treasury Bond Etf Etf (GOVT)

Ishares Gold Trust Etf (IAU)

Vanguard Short-term Bond Etf Etf (BSV)

Energy Select Sector Spdr Fund Etf (XLE)

Sherwin Williams Stock (SHW)

Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

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

Janney Montgomery Scott

Bank of New York Mellon

View all funds holding iShares MSCI EAFE Growth Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z