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iShares MSCI EAFE Growth Index shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 321k 96.85
2023-09-30 $25M 283k 86.30
2023-06-30 $12M 123k 95.41
2023-03-31 $14M 149k 93.68
2022-12-31 $11M 131k 83.76
2022-09-30 $6.3M 87k 72.56
2022-06-30 $8.0M 100k 80.49
2022-03-31 $4.6M 48k 96.28
2021-12-31 $22M 195k 110.41
2021-09-30 $4.1M 38k 106.47
2021-06-30 $3.8M 36k 107.29
2021-03-31 $4.0M 40k 100.47
2020-12-31 $4.3M 43k 100.91
2020-09-30 $3.3M 37k 90.76
2020-06-30 $2.8M 33k 83.58
2020-03-31 $6.1M 90k 68.27
2019-12-31 $11M 129k 87.08
2019-09-30 $10M 124k 80.51
2019-06-30 $10M 125k 80.77
2019-03-31 $9.8M 127k 77.45
2018-12-31 $19M 271k 69.07
2018-09-30 $645k 8.1k 80.09
2018-06-30 $641k 8.1k 78.77
2018-03-31 $637k 8.1k 79.10
2017-12-31 $2.6M 33k 80.74
2017-09-30 $834k 11k 79.14

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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