Elevate Wealth Advisory »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr core msci intl by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
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 Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr core msci intl

Bank of America Corporation
Creative Planning
Bank of Finland
Citigroup
Buckingham Asset Management
Royal Bank of Canada
Assetmark
MCF Advisors
Buckingham Strategic Partners
Stratos Wealth Partners
TFC Financial Management
UBS Group
Axxcess Wealth Management
Capital Asset Advisory Services
Davidson Investment Advisors

View all funds holding Ishares Tr core msci intl