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Ishares Tr eafe min volat shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Ishares Tr eafe min volat

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All positions including Ishares Tr eafe min volat held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr eafe min volat by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 20k 64.78
2023-06-30 $1.3M 19k 67.64
2023-03-31 $1.3M 19k 68.77

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Microsoft Corporation (MSFT)
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Capital Group Dividend Growe Shs Etf (CGDG)
Johnson & Johnson (JNJ)
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Capital Group International SHS (CGIE)
TriCo Bancshares (TCBK)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr eafe min volat

Bank of America Corporation
Mercer Global Advisors
Wharton Business Group
Advantus Capital Management
Sei Investments
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Cambridge Investment Research Advisors
Alliancebernstein
Commonwealth Equity Services
Horizon Investments
Raymond James Financial Services Advisors
Burt Wealth Advisors
Brookstone Capital Management

View all funds holding Ishares Tr eafe min volat