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Ishares Inc ctr wld minvl shares owned by HB Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 130k 119.92
2025-06-30 $17M 141k 118.57
2025-03-31 $21M 179k 116.37

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB 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