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iShares MSCI EAFE Growth Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 93k 107.65
2024-06-30 $6.6M 64k 102.30
2024-03-31 $5.7M 55k 103.79
2023-12-31 $5.6M 58k 96.85
2023-09-30 $6.3M 73k 86.30
2023-06-30 $6.9M 72k 96.31
2023-03-31 $5.1M 54k 93.68
2022-12-31 $2.8M 40k 70.76
2022-09-30 $3.2M 44k 72.56
2022-06-30 $2.4M 30k 80.46
2022-03-31 $4.7M 43k 110.29
2021-12-31 $4.7M 43k 110.29
2021-09-30 $7.8M 74k 106.48
2021-06-30 $3.6M 34k 107.27
2021-03-31 $3.4M 34k 100.45
2020-12-31 $2.9M 29k 100.90
2020-09-30 $2.2M 26k 87.62
2020-06-30 $2.1M 26k 83.11
2020-03-31 $274k 3.9k 71.06
2019-12-31 $376k 4.4k 86.40
2019-09-30 $273k 3.4k 80.41
2019-06-30 $322k 4.0k 80.68
2019-03-31 $278k 3.6k 77.48
2018-12-31 $6.6M 96k 69.04
2018-09-30 $368k 3.2k 113.93
2018-06-30 $319k 4.1k 78.30
2018-03-31 $336k 4.2k 80.31
2017-12-31 $238k 2.9k 82.52
2017-09-30 $349k 4.5k 77.47
2017-06-30 $323k 4.4k 73.43
2017-03-31 $305k 4.4k 69.29
2016-12-31 $203k 3.1k 65.21
2016-09-30 $251k 3.7k 68.10
2016-06-30 $236k 3.7k 64.60
2015-12-31 $209k 3.1k 67.25
2015-09-30 $216k 3.4k 63.96
2015-06-30 $271k 3.9k 69.81
2014-09-30 $137k 2.0k 68.30

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Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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