Peninsula Wealth »

iShares MSCI EAFE Growth Index shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth 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 Peninsula Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Growth Index by Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $916k 9.5k 96.83
2024-09-30 $1.2M 12k 104.17
2024-06-30 $1.1M 10k 106.42

More positions owned by Peninsula Wealth

Snowflake Cl A (SNOW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Oracle Corporation (ORCL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Apple (AAPL)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Peninsula Wealth

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Morgan Stanley
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
UBS Group
Cetera Investment Advisers
FMR
Ameriprise Financial
Flow Traders US
Charles Schwab Investment Management
Sagespring Wealth Partners

View all funds holding iShares MSCI EAFE Growth Index