Madison Wealth Partners »

iShares MSCI EAFE Growth Index shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners 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 Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Growth Index by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 2.8k 103.79
2023-12-31 $267k 2.8k 96.85
2023-09-30 $228k 2.6k 86.30
2023-06-30 $252k 2.6k 95.41

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

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