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iShares MSCI EAFE Growth Index shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare Wealth 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 Shakespeare Wealth Management 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 186k 86.30
2023-06-30 $17M 179k 95.41
2023-03-31 $17M 185k 93.68
2022-12-31 $16M 186k 83.76
2022-09-30 $13M 178k 72.56
2022-06-30 $13M 160k 80.65
2022-03-31 $15M 152k 97.78
2021-12-31 $16M 141k 110.29
2021-09-30 $14M 131k 106.71
2021-06-30 $14M 130k 110.20
2021-03-31 $13M 129k 100.46
2020-12-31 $13M 126k 100.91
2020-09-30 $11M 117k 89.88
2020-06-30 $9.3M 112k 83.11
2020-03-31 $6.7M 94k 71.12
2019-12-31 $7.5M 87k 86.47
2019-09-30 $6.7M 84k 80.50
2019-06-30 $6.6M 81k 80.77
2019-03-31 $5.9M 77k 77.44
2018-12-31 $5.1M 74k 69.06
2018-09-30 $7.1M 88k 80.07
2018-06-30 $6.7M 86k 78.80
2018-03-31 $6.5M 81k 80.37
2017-12-31 $6.3M 78k 80.74

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
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CWM
Park Avenue Securities
Advisor Group Holdings
Us Bancorp
Wells Fargo & Company
Pnc Financial Services
AE Wealth Management
M^T Bank Corporation
Facet Wealth
UBS Group
Janney Montgomery Scott
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Growth Index