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iShares MSCI EAFE Growth Index shares owned by NewFocus Financial

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

Historical chart of NewFocus Financial 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 NewFocus Financial 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.2M 12k 100.93
2020-09-30 $1.2M 13k 89.91
2020-06-30 $1.2M 14k 83.12
2020-03-31 $1.7M 24k 71.11
2019-12-31 $2.5M 28k 86.48
2019-09-30 $2.3M 28k 80.50
2019-06-30 $2.1M 26k 80.78
2019-03-31 $989k 13k 77.46
2018-12-31 $733k 11k 69.10
2015-12-31 $1.7M 26k 67.12

More positions owned by NewFocus Financial

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Cintas Corporation (CTAS)
Lowe's Companies (LOW)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for NewFocus Financial

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Bank of America Corporation
Envestnet Portfolio Solutions
Park Avenue Securities
CWM
BlackRock
Mml Investors Services
Janney Montgomery Scott
Us Bancorp
Cetera Investment Advisers
Ameriprise Financial

View all funds holding iShares MSCI EAFE Growth Index