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American Funds SMALLCAP World 529-F-2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Funds SMALLCAP World 529-F-2 (FSWFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Funds SMALLCAP World 529-F-2

Tip: Access up to 7 years of quarterly data

All positions including American Funds SMALLCAP World 529-F-2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds SMALLCAP World 529-F-2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 4.3k 71.20
2024-06-30 $284k 4.2k 66.85
2024-03-31 $290k 4.2k 68.78
2023-09-30 $248k 4.2k 59.24
2023-06-30 $263k 4.2k 63.06
2023-03-31 $249k 4.2k 59.94
2022-12-31 $229k 4.1k 56.28
2022-09-30 $205k 3.9k 52.18
2022-06-30 $212k 3.9k 54.75
2022-03-31 $268k 3.9k 67.95
2021-12-31 $300k 3.7k 80.45

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding American Funds SMALLCAP World 529-F-2

Encompass Wealth Advisors

View all funds holding American Funds SMALLCAP World 529-F-2