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Ishares Tr core intl aggr shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr core intl aggr by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 419k 49.80
2023-09-30 $20M 402k 48.78
2023-06-30 $20M 397k 49.29
2023-03-31 $1.4M 29k 48.95
2022-12-31 $1.3M 28k 47.55
2022-09-30 $334k 6.9k 48.38

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Ishares Tr core intl aggr

Matson Money
Financial Gravity Wealth
Jpmorgan Chase & Co
Mather Group
SageView Advisory Group
Mirae Asset Global Investments
Commonwealth Equity Services
Syon Capital
Bank of America Corporation
N.E.W. Advisory Services
WealthNavi
Prime Capital Investment Advisors
Advisor Group Holdings
Boston Standard Wealth Management
Savant Capital Management

View all funds holding Ishares Tr core intl aggr