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iShares S&P Global Industrials Sec shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of iShares S&P Global Industrials Sec (EXI) shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in iShares S&P Global Industrials Sec

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Industrials Sec held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Industrials Sec by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 1.4k 148.75

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Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr Technology (XLK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Honeywell International (HON)
Lockheed Martin Corporation (LMT)

View all positions for TrinityPoint Wealth

Top funds holding iShares S&P Global Industrials Sec

Fisher Investments
Bank of America Corporation
Richard Bernstein Advisors
BlackRock
BlackRock
Envestnet Asset Management
Wharton Business Group
Morgan Stanley
Green Harvest Asset Management
Royal Bank of Canada
Wells Fargo & Company
Slow Capital
Sanctuary Advisors
LPL Financial
Susquehanna International

View all funds holding iShares S&P Global Industrials Sec