Brown Wealth Management »

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

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

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

Quarter filed Position value Share count Share price at filing
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 Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brown Wealth Management

Top funds holding Ishares Tr eafe min volat

Bank of America Corporation
Mercer Global Advisors
Wharton Business Group
Advantus Capital Management
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Cambridge Investment Research Advisors
Alliancebernstein
Commonwealth Equity Services
Horizon Investments
Raymond James Financial Services Advisors
Charles Schwab Investment Management
Burt Wealth Advisors
Brookstone Capital Management

View all funds holding Ishares Tr eafe min volat