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Ishares Tr core msci intl shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 63k 65.64
2024-03-31 $3.8M 56k 67.13
2023-12-31 $3.1M 48k 63.66

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr core msci intl

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

View all funds holding Ishares Tr core msci intl