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iShares Dow Jones EPAC Sel Div Ind shares owned by Constellation Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Constellation Wealth Advisors from 13F filings

Historical chart of Constellation Wealth Advisors investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by Constellation Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Constellation Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $367k 13k 28.13
2015-06-30 $422k 13k 32.34
2015-03-31 $539k 16k 33.64
2014-12-31 $540k 16k 33.71

More positions owned by Constellation Wealth Advisors

Spdr S&p 500 Etf (SPY)
WisdomTree Japan Total Dividend (DXJ)
Vanguard European ETF (VGK)
Rydex S&P Equal Weight ETF
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
Bank of America Corporation (BAC)
Bank of New York Mellon Corporation (BK)
Johnson & Johnson (JNJ)
American International (AIG)
Merck & Co (MRK)
Johnson Controls
Eaton Vance Tax-Managed Global Buy-Write (ETW)

View all positions for Constellation Wealth Advisors

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein
Regions Bank
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind