Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Balanced Rock Investment Advisors »

S&p Global Water Index Etf etf shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in S&p Global Water Index Etf etf by Balanced Rock Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$569k	10k	55.29
2024-03-31	$577k	10k	55.53

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)

Ishares Tr Esg Adv Ttl Usd (EUSB)

Ishares Tr Esg Eafe Etf (DMXF)

Ishares Tr Esg Awr Us Agrgt (EAGG)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Manager Directed Portfolios Vert Glb Sust Re (VGSR)

Pimco Equity Ser Rafi Esg Us (RAFE)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Ishares Tr Egsadvncdmsci Em (EMXF)

Vanguard World Esg Intl Stk Etf (VSGX)

Ishares Tr Esg Awr Msci Usa (ESGU)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr Esg Advncd Hy Bd (HYXF)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding S&p Global Water Index Etf etf

Morgan Stanley

Conservest Capital Advisors

Weatherly Asset Management

Goodman & Company, Investment Counsel

Bank of America Corporation

Polianta

Cetera Investment Advisers

Jane Street

Cambridge Investment Research Advisors

Wells Fargo & Company

Commonwealth Equity Services

Personal Resources Investment & Strategic Management

Addison Advisors

Baron Financial Group

Raymond James & Associates

View all funds holding S&p Global Water Index Etf etf

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z