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iShares MSCI EAFE Growth Index shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 35k 96.85
2023-09-30 $2.8M 33k 86.30
2023-06-30 $3.3M 34k 95.41
2023-03-31 $3.4M 36k 93.68
2022-12-31 $3.0M 36k 83.76
2022-09-30 $2.0M 28k 72.79
2022-06-30 $1.7M 21k 80.48
2021-12-31 $1.8M 17k 110.27

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Pepsi (PEP)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Walt Disney Company (DIS)

View all positions for Journey Strategic Wealth

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