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iShares MSCI EAFE Growth Index shares owned by Keystone Financial Services

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

Historical chart of Keystone Financial Services 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 Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 81k 96.85
2023-09-30 $11M 126k 86.30
2023-06-30 $15M 158k 95.41
2023-03-31 $15M 158k 93.68
2022-12-31 $12M 127k 91.63
2022-09-30 $8.0M 105k 76.26
2022-06-30 $10M 121k 85.78
2022-03-31 $6.1M 75k 82.26
2021-12-31 $14M 126k 110.28

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Keystone Financial Services

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