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iShares MSCI EAFE Growth Index shares owned by Icon Wealth Advisors

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 203k 96.85
2022-12-31 $17M 200k 83.76
2022-09-30 $16M 226k 72.56

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Accenture Plc Ireland Shs Class A Stock (ACN)
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Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

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
M^T Bank Corporation
Facet Wealth
UBS Group
Janney Montgomery Scott
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Growth Index