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Ishares Inc ctr wld minvl shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group 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 Hart & Patterson Financial Group 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 Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 51k 105.27
2023-12-31 $967k 9.6k 100.35

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Hart & Patterson Financial Group

Top funds holding Ishares Inc ctr wld minvl

Aspiriant
Bank of America Corporation
UBS Group
Jane Street
Symmetry Partner
Us Bancorp
Searcy Financial Services
WMS Partners
Alliancebernstein
Bessemer
Commonwealth Equity Services
DORVAL Corp
Wells Fargo & Company
Captrust Financial Advisors
Baron Silver Stevens Financial Advisors

View all funds holding Ishares Inc ctr wld minvl