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Ishares Tr shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ishares Tr (EMXF) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $368k 7.9k 46.53
2025-09-30 $357k 7.9k 45.27
2025-06-30 $340k 7.9k 42.87
2025-03-31 $313k 8.2k 38.24

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
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Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr

Sei Investments
Bailard
Invera Wealth Advisors
Values Added Financial
Adviser Investments
Cambridge Financial Group
Balanced Rock Investment Advisors
Atlantic Private Wealth
Walkner Condon Financial Advisors
Plum Street Advisors
Lazard Asset Management
SageView Advisory Group
Robertson Stephens Wealth Management
Advisor Group Holdings
Gould Asset Management

View all funds holding Ishares Tr