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Ishares Inc ctr wld minvl shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial Advisors investment in Ishares Inc ctr wld minvl

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All positions including Ishares Inc ctr wld minvl held by Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 12k 119.92
2025-06-30 $1.4M 12k 118.57
2025-03-31 $1.4M 12k 116.37

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial 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