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iShares MSCI EAFE Growth Index shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private 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 Monterey Private 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $245k 2.4k 100.00

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
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
Sanctuary Advisors
Charles Schwab Investment Management
Tiaa Trust, National Association

View all funds holding iShares MSCI EAFE Growth Index