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iShares MSCI EAFE Growth Index shares owned by My Legacy Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Growth Index (EFG) shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors 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 My Legacy Advisors 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 34k 95.76
2023-09-30 $2.8M 34k 84.07
2023-06-30 $4.7M 49k 97.39
2023-03-31 $3.9M 41k 93.57
2022-12-31 $3.0M 33k 92.34
2022-09-30 $1.6M 23k 72.30
2022-06-30 $737k 9.2k 79.84
2022-03-31 $270k 2.8k 96.39

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
SageView Advisory Group
Envestnet Portfolio Solutions
CWM
Park Avenue Securities
Us Bancorp
Advisor Group Holdings
Wells Fargo & Company
Pnc Financial Services
Facet Wealth
AE Wealth Management
Janney Montgomery Scott
UBS Group
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Growth Index