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iShares Dow Jones US Aerospace & Def.ETF shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in iShares Dow Jones US Aerospace & Def.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Aerospace & Def.ETF held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $131k 987 132.73
2023-12-31 $125k 987 126.65
2023-09-30 $104k 987 105.37
2023-06-30 $115k 987 116.51
2023-03-31 $110k 987 111.45
2022-12-31 $23k 263 87.45
2022-09-30 $24k 263 91.25
2022-06-30 $26k 263 98.86
2022-03-31 $29k 263 110.27

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding iShares Dow Jones US Aerospace & Def.ETF

Bank of America Corporation
LPL Financial
Global Assets Advisory
Wells Fargo & Company
UBS Group
Richard Bernstein Advisors
Royal Bank of Canada
Goldman Sachs Group
Advisor Group Holdings
Citadel Advisors
Stifel Financial
Envestnet Asset Management
Commonwealth Equity Services
Jpmorgan Chase & Co
Raymond James & Associates

View all funds holding iShares Dow Jones US Aerospace & Def.ETF