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iShares MSCI EAFE Growth Index shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 73k 107.65
2024-06-30 $7.4M 72k 102.31
2024-03-31 $3.9M 38k 103.80
2023-12-31 $1.8M 19k 96.85
2023-09-30 $2.4M 28k 86.31
2023-06-30 $2.5M 26k 95.35

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management
Jones Financial Companies, L.L
LPL Financial
Jpmorgan Chase & Co
Axiom Advisory
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
BlackRock
CWM
Park Avenue Securities
BlackRock
Mml Investors Services
Us Bancorp
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Growth Index