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Ishares Inc ctr wld minvl shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Ishares Inc ctr wld minvl

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All positions including Ishares Inc ctr wld minvl held by Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $127k 1.1k 118.68
2025-09-30 $127k 1.1k 118.57
2025-06-30 $127k 1.1k 118.26

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
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Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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
Ackerman Capital Advisors
Bessemer
DORVAL Corp
Raymond James Financial

View all funds holding Ishares Inc ctr wld minvl