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D Ishares shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of D Ishares (EEMS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in D Ishares

Tip: Access up to 7 years of quarterly data

All positions including D Ishares held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Ishares by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 210 57.81

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding D Ishares

Jane Street
Bank of America Corporation
Johnson Financial
State of Wisconsin - Board of Commissioners of Public Lands
Creative Planning
Corrigan Financial
Harbor Advisory Corp
Checchi Capital Advisers
HighTower Advisors
Wells Fargo & Company
ValMark Advisers
Bank Of Montreal
Raymond James Financial Services Advisors
JFG Wealth Management
Omega Financial Group

View all funds holding D Ishares