Private Wealth Asset Management »

iShares MSCI EAFE Growth Index shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management 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 Wealth Asset Management 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 15k 113.88
2025-06-30 $1.4M 12k 112.00

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

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