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Ishares Tr cur hdg ms emu shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr cur hdg ms emu (HEZU) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr cur hdg ms emu

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cur hdg ms emu held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cur hdg ms emu by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 41k 35.84
2024-09-30 $1.5M 42k 36.76

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Core MF Closed and MF Open (IVV)
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)
Ishares Msci MF Closed and MF Open (QUAL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Aptus Defined Risk MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPLG)
Dimensional Us MF Closed and MF Open (DFAC)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr cur hdg ms emu

Jpmorgan Chase & Co
LPL Financial
HighTower Advisors
EP Wealth Advisors
Connecticut Wealth Management
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Robertson Stephens Wealth Management
Wells Fargo & Company
Banco Bilbao Vizcaya Argentaria
Madison Asset Management
Madison Investment Advisors
UBS Group
Goldman Sachs Group
Morgan Stanley

View all funds holding Ishares Tr cur hdg ms emu