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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
2023-12-31 $1.8M 19k 96.85
2023-09-30 $2.4M 28k 86.31
2023-06-30 $2.5M 26k 95.35

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PIMCO Intermediate Mun Bond Strat Fund (MUNI)
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Amazon (AMZN)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth 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