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Twin Peaks Wealth Advisors »

iShares MSCI EAFE Growth Index shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$3.3M	31k	107.65
2024-06-30	$2.8M	27k	102.30
2024-03-31	$1.6M	15k	103.79
2023-12-31	$1.1M	11k	96.85

More positions owned by Twin Peaks Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Tr Core Total Usd (IUSB)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Microsoft Corporation (MSFT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management

Jones Financial Companies, L.L

Jpmorgan Chase & Co

Bank of America Corporation

Envestnet Portfolio Solutions

Park Avenue Securities

Mml Investors Services

Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index

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