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iShares MSCI EAFE Growth Index shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 242 107.65
2024-06-30 $1.2M 12k 102.30

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Spdr Gold Shares Exchange Traded Fund (GLD)
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)
Vanguard Large-cap Etf Exchange Traded Fund (VV)
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Vanguard Small-cap Etf Exchange Traded Fund (VB)
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial 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