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Ishares Inc ctr wld minvl shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors investment in Ishares Inc ctr wld minvl

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All positions including Ishares Inc ctr wld minvl held by Lebenthal Global Advisors 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 Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 1.8k 119.92
2020-12-31 $2.5M 26k 96.88

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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core 60/40 Balan (AOR)
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Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Bloomberg Sht Te (SJNK)

View all positions for Lebenthal Global Advisors

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
LPL Financial
Morgan Stanley
UBS Group
Common Fund For Nonprofit Organizations
Ameriprise Financial
Searcy Financial Services
Envestnet Asset Management
Jpmorgan Chase & Co
Ackerman Capital Advisors
Bessemer
DORVAL Corp

View all funds holding Ishares Inc ctr wld minvl