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Ishares Tr core msci intl shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Ishares Tr core msci intl (IDEV) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Ishares Tr core msci intl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr core msci intl by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.5M 70k 64.47
2024-09-30 $5.3M 74k 70.83
2024-06-30 $4.0M 60k 65.64
2024-03-31 $3.3M 49k 67.13

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Ishares Tr core msci intl

Bank of America Corporation
BlackRock
Creative Planning
Morgan Stanley
Sei Investments
Bank of Finland
Citigroup
Bessemer
Alesco Advisors
Envestnet Asset Management
Colony
Buckingham Strategic Partners
Jpmorgan Chase & Co
Auto-Owners Insurance
Aptus Capital Advisors

View all funds holding Ishares Tr core msci intl