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iShares MSCI EAFE Growth Index shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 46k 96.85
2023-09-30 $6.4M 74k 86.30
2023-06-30 $8.6M 90k 95.41
2023-03-31 $8.2M 88k 93.68
2022-12-31 $5.2M 62k 83.76
2022-09-30 $5.0M 69k 72.56
2022-03-31 $6.0M 62k 96.27
2021-12-31 $11M 98k 110.29
2021-09-30 $9.7M 91k 106.47
2021-06-30 $7.5M 70k 107.29
2021-03-31 $6.4M 64k 100.46
2020-12-31 $7.3M 72k 101.20

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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