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D Ishares shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of D Ishares (EEMS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in D Ishares

Tip: Access up to 7 years of quarterly data

All positions including D Ishares held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Ishares by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 210 63.79
2024-06-30 $13k 210 61.11
2024-03-31 $12k 210 58.85
2023-12-31 $12k 210 57.81

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding D Ishares

Old Mission Capital
Employees' Retirement Fund of the City of Fort Worth
Bank of America Corporation
Morgan Stanley
Jane Street
Northwestern Mutual Wealth Management Company
Mml Investors Services
Corrigan Financial
Johnson Financial
Harbor Advisory Corp
Checchi Capital Advisers
LPL Financial
Citadel Advisors
Wells Fargo & Company
Hillsdale Investment Management

View all funds holding D Ishares