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Ishares Tr eafe min volat shares owned by Brown Wealth Management

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in Ishares Tr eafe min volat

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr eafe min volat held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr eafe min volat by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 23k 69.35
2024-03-31 $1.7M 24k 70.88
2023-12-31 $1.7M 24k 69.34
2023-09-30 $1.9M 28k 65.22
2023-06-30 $3.3M 49k 67.50

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Proshares Tr S&p Tech Dividen (TDV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown Wealth Management

Top funds holding Ishares Tr eafe min volat

Bank of America Corporation
BlackRock
BlackRock
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wharton Business Group
Advantus Capital Management
Mercer Global Advisors
LPL Financial
Financial Engines Advisors L.L.C
Jane Street
Wells Fargo & Company
Sei Investments
Cambridge Investment Research Advisors

View all funds holding Ishares Tr eafe min volat