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Ishares Inc ctr wld minvl shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $471k 4.3k 109.20
2024-09-30 $494k 4.3k 114.53
2024-06-30 $473k 4.5k 104.64
2024-03-31 $492k 4.7k 105.27

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Ameriprise Financial
Raymond James Financial
Goodman & Company, Investment Counsel
National Bank Of Canada /fi/
Searcy Financial Services
WMS Partners

View all funds holding Ishares Inc ctr wld minvl