Grubman Wealth Management »

S&p Global Water Index Etf etf shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global Water Index Etf etf by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $234k 4.4k 53.01
2023-09-30 $205k 4.4k 46.52
2023-06-30 $227k 4.4k 51.41
2023-03-31 $220k 4.4k 49.91
2022-12-31 $242k 5.2k 46.62

More positions owned by Grubman Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman Wealth Management

Top funds holding S&p Global Water Index Etf etf

Conservest Capital Advisors
Weatherly Asset Management
UBS Group
Bank of America Corporation
Personal Resources Investment & Strategic Management
Polianta
Jane Street
Cambridge Investment Research Advisors
Commonwealth Equity Services
Wells Fargo & Company
Money Design
Baron Financial Group
Raymond James & Associates
Fiduciary Trust Company
Addison Advisors

View all funds holding S&p Global Water Index Etf etf