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iShares MSCI EAFE Growth Index shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3M 86k 96.85
2023-09-30 $7.6M 88k 86.30
2023-06-30 $8.1M 85k 95.41
2023-03-31 $8.1M 87k 93.68
2022-12-31 $5.4M 65k 83.76
2022-09-30 $272k 3.7k 72.69
2021-12-31 $521k 4.7k 110.33

More positions owned by Simplicity Wealth

Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Simplicity Wealth

Top funds holding iShares MSCI EAFE Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Portfolio Solutions
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