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iShares MSCI EAFE Growth Index shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $367k 3.4k 107.65
2024-06-30 $310k 3.0k 102.30

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
Mml Investors Services
Us Bancorp
Cetera Investment Advisers
Janney Montgomery Scott
Resources Investment Advisors

View all funds holding iShares MSCI EAFE Growth Index