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iShares MSCI EAFE Growth Index shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 16k 102.30
2024-03-31 $1.6M 16k 103.79
2023-12-31 $2.5M 26k 96.85
2023-09-30 $2.6M 30k 86.30
2023-06-30 $3.3M 35k 95.41
2023-03-31 $3.3M 35k 93.68

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

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
Mml Investors Services
Us Bancorp
Cetera Investment Advisers
Janney Montgomery Scott

View all funds holding iShares MSCI EAFE Growth Index