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Ishares Inc ctr wld minvl shares owned by Daner Wealth Management

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

Historical chart of Daner Wealth Management investment in Ishares Inc ctr wld minvl

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All positions including Ishares Inc ctr wld minvl held by Daner 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 Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.8k 120.60
2025-06-30 $213k 1.8k 118.64

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Daner Wealth Management

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
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
Raymond James Financial

View all funds holding Ishares Inc ctr wld minvl