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Blackrock Etf Trust shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of Blackrock Etf Trust (IDEF) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in Blackrock Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust held by Davis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 43k 32.72

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding Blackrock Etf Trust

Envestnet Asset Management
LPL Financial
Morgan Stanley
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Bank of New York Mellon
Foundations Investment Advisors
JB Capital
Commonwealth Equity Services
United Capital Financial Advisers
Stifel Financial
Wharton Business Group
Goss Wealth Management
Atria Investments

View all funds holding Blackrock Etf Trust