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Ishares Tr msci lw crb tg shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley Wealth Management 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 North Berkeley Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci lw crb tg by North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $808k 3.6k 226.87
2025-06-30 $881k 4.2k 211.82
2025-03-31 $580k 3.0k 191.18
2024-12-31 $587k 3.0k 193.59

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Ishares Tr msci lw crb tg

Betterment
Morgan Stanley
Aspiriant
Investure
Allianz Se
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Susquehanna International
BSW Wealth Partners
Ameriprise Financial
Citadel Advisors
AlTi Global
Coldstream Capital Management
LPL Financial

View all funds holding Ishares Tr msci lw crb tg