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Ishares Inc ctr wld minvl shares owned by Birchwood Financial Partners

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Birchwood Financial Partners from 13F filings

Historical chart of Birchwood Financial Partners investment in Ishares Inc ctr wld minvl

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc ctr wld minvl held by Birchwood Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc ctr wld minvl by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $328k 2.8k 118.75

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
Goodman & Company, Investment Counsel
LPL Financial
UBS Group
Common Fund For Nonprofit Organizations
Ameriprise Financial
Searcy Financial Services
Envestnet Asset Management
Jpmorgan Chase & Co
DORVAL Corp
Ackerman Capital Advisors
Bessemer

View all funds holding Ishares Inc ctr wld minvl