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D Ishares shares owned by Montis Financial

Quarter-by-quarter ownership of D Ishares (EEMS) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in D Ishares

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All positions including D Ishares held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Ishares by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $202k 3.6k 55.61
2024-12-31 $224k 3.9k 58.14

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding D Ishares

Connor, Clark & Lunn Investment Management
Checchi Capital Advisers
Mml Investors Services
Northwestern Mutual Wealth Management Company
State of Wisconsin Investment Board
Morgan Stanley
Savant Capital Management
Harbor Advisory Corp
Evergreen Capital Management
Flow Traders US
Wells Fargo & Company
LPL Financial
Omega Financial Group
Employees' Retirement Fund of the City of Fort Worth
Yale Capital Corp.

View all funds holding D Ishares