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Ishares Inc msci world idx shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci world idx by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $569k 4.1k 139.95
2023-12-31 $541k 4.1k 133.02
2023-09-30 $489k 4.1k 120.17

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Ishares Core Msci Emerging Mkts Etf (IEMG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Msci Eafe Etf Etf (EFA)
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Nvidia Corp Stock (NVDA)
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View all positions for Valeo Financial Advisors

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Sumitomo Mitsui Asset Management Company
Goldman Sachs Group
UBS Group
Bank of America Corporation
CX Institutional
Babson Capital Management
Evensky & Katz
Partners Capital Investment Group
Jpmorgan Chase & Co
Bank Julius Baer & Co. Ltd, Zurich
Principal Financial Group
Wellington Management Company
Empire Life Investments
Hsbc Holdings

View all funds holding Ishares Inc msci world idx