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PowerShares FTSE RAFI Developed Markets shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of PowerShares FTSE RAFI Developed Markets shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in PowerShares FTSE RAFI Developed Markets

Tip: Access up to 7 years of quarterly data

All positions including PowerShares FTSE RAFI Developed Markets held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PowerShares FTSE RAFI Developed Markets by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 25k 69.90

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
Dimensional International Small Value Intl Small Cap V (DISV)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Vanguard Total Total Stk Mkt (VTI)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)
Nasdaq 100 Equal Weight SHS (QQEW)

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