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iShares MSCI EAFE Growth Index shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory 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 Optivise Advisory 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.8k 107.65
2024-06-30 $897k 8.8k 102.30

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

Top funds holding iShares MSCI EAFE Growth Index

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

View all funds holding iShares MSCI EAFE Growth Index