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iShares MSCI EAFE Growth Index shares owned by Montgomery Financial Services

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

Historical chart of Montgomery 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 Montgomery 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1M 49k 124.42

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Jones Financial Companies, L.L
Jpmorgan Chase & Co
Nomura Asset Management International
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
Envestnet Portfolio Solutions
Bank of New York Mellon
Us Bancorp
Wells Fargo & Company
Pnc Financial Services

View all funds holding iShares MSCI EAFE Growth Index