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iShares MSCI EAFE Growth Index shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 2.9k 111.37
2025-09-30 $96k 842 113.88

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Heartwood Wealth Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Jones Financial Companies, L.L
Nomura Asset Management International
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
Janney Montgomery Scott

View all funds holding iShares MSCI EAFE Growth Index