Monterey Private Wealth »

Ishares Tr msci lw crb tg shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Ishares Tr msci lw crb tg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci lw crb tg held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci lw crb tg by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $482k 2.5k 193.62
2024-09-30 $483k 2.5k 196.11
2024-06-30 $451k 2.5k 183.25
2024-03-31 $438k 2.4k 179.47
2023-12-31 $404k 2.4k 165.45

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Monterey Private Wealth

Top funds holding Ishares Tr msci lw crb tg

Betterment
Bank of America Corporation
Aspiriant
Investure
Jpmorgan Chase & Co
Jane Street
UBS Group
Susquehanna International
Ameriprise Financial
Cetera Investment Advisers
BSW Wealth Partners
AlTi Global
Envestnet Asset Management
Coldstream Capital Management
Stonehearth Capital Management

View all funds holding Ishares Tr msci lw crb tg