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Ishares Inc ctr wld minvl shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Ishares Inc ctr wld minvl

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc ctr wld minvl held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc ctr wld minvl by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 2.6k 105.27
2023-12-31 $265k 2.6k 100.35
2023-09-30 $284k 3.0k 95.42
2023-06-30 $3.2M 32k 98.05

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
BlackRock
Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Symmetry Partner
Ameriprise Financial
Us Bancorp
Searcy Financial Services
WMS Partners
Alliancebernstein
Bessemer

View all funds holding Ishares Inc ctr wld minvl