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Ishares Tr eafe min volat shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 118k 69.34
2023-09-30 $8.0M 123k 65.22

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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