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Ishares Tr eafe min volat shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Ishares Tr eafe min volat

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All positions including Ishares Tr eafe min volat held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $859k 10k 84.83
2025-06-30 $430k 5.1k 84.06
2016-09-30 $7.0k 107 65.42

More positions owned by Joel Isaacson & Co

Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Ishares Tr eafe min volat

FMR
BlackRock
Morgan Stanley
Wharton Business Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
LPL Financial
Advantus Capital Management
Financial Engines Advisors L.L.C
Wells Fargo & Company
UBS Group
Sei Investments
Ameriprise Financial
Royal Bank of Canada
Assetmark

View all funds holding Ishares Tr eafe min volat