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Whipplewood Advisors »

iShares MSCI EAFE Growth Index shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$35k	305	113.88
2025-06-30	$34k	305	112.00
2025-03-31	$34k	15k	2.32

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)

Innovator ETF Trust Exchange Traded Fund (BALT)

Tesla Common / Ordinary Stock (TSLA)

Vanguard Etf/usa Exchange Traded Fund (VIG)

JP Morgan Investment Management Exchange Traded Fund (JEPI)

ARK Investment Management Exchange Traded Fund (ARKK)

BlackRock Fund Advisors Exchange Traded Fund (MTUM)

Vanguard Etf/usa Exchange Traded Fund (VT)

Apple Common / Ordinary Stock (AAPL)

First Trust ETFs/USA Exchange Traded Fund (RDVI)

Vanguard Etf/usa Exchange Traded Fund (VIGI)

Western Asset Management Closed-end Fund (WEA)

Vanguard ETF/USA Exchange Traded Fund (VEA)

Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding iShares MSCI EAFE Growth Index

Envestnet Asset Management

Jones Financial Companies, L.L

Jpmorgan Chase & Co

Wells Fargo & Company

Pnc Financial Services

Cetera Investment Advisers

Ameriprise Financial

Flow Traders US

Charles Schwab Investment Management

Tiaa Trust, National Association

View all funds holding iShares MSCI EAFE Growth Index

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