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iShares MSCI EAFE Growth Index shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $94k 822 113.92

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

Top funds holding iShares MSCI EAFE Growth Index

Jones Financial Companies, L.L
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Us Bancorp
Pnc Financial Services
Wells Fargo & Company
Cetera Investment Advisers
FMR
UBS Group
Ameriprise Financial
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Tiaa Trust, National Association
Colony

View all funds holding iShares MSCI EAFE Growth Index