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iShares MSCI EAFE Growth Index shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 40k 103.79
2023-12-31 $3.9M 40k 96.85
2023-09-30 $3.9M 45k 86.30
2023-06-30 $4.2M 44k 95.41
2023-03-31 $4.1M 44k 93.68
2022-12-31 $3.1M 37k 83.76
2022-09-30 $2.7M 37k 72.62
2022-06-30 $1.6M 20k 80.46
2022-03-31 $3.6M 37k 96.19
2021-12-31 $2.4M 22k 110.26

More positions owned by W Advisors

Merck & Co (MRK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Msci Leadr (SUSL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Grwth Etf (EFG)
Exxon Mobil Corporation (XOM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W Advisors

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
Janney Montgomery Scott
UBS Group
Bank of New York Mellon

View all funds holding iShares MSCI EAFE Growth Index