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Ishares Inc ctr wld minvl shares owned by Wealth Group

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

Historical chart of Wealth Group investment in Ishares Inc ctr wld minvl

May 2024Jul 2024Sep 2024Nov 2024Jan 2025400k450k500k36003800400042004400
Value ($)Share countHistorical ACWV position of Wealth Group Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Ishares Inc ctr wld minvl by Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $488k 4.5k 109.27
2024-09-30 $509k 4.4k 114.61
2024-06-30 $430k 4.1k 104.55
2024-03-31 $376k 3.6k 105.38

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Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
Manufacturers Life Insurance Company
BlackRock
Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Tanglewood Wealth Management
Ameriprise Financial
Raymond James Financial
Goodman & Company, Investment Counsel
Searcy Financial Services
WMS Partners

View all funds holding Ishares Inc ctr wld minvl