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iShares MSCI EAFE Growth Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 2.4k 113.90
2025-06-30 $374k 3.3k 111.99
2024-09-30 $258k 2.4k 107.65
2024-03-31 $217k 2.1k 103.79

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Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Morgan Stanley
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
UBS Group
Cetera Investment Advisers
FMR
Ameriprise Financial
Flow Traders US
Charles Schwab Investment Management
Sagespring Wealth Partners

View all funds holding iShares MSCI EAFE Growth Index