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Ishares Tr core msci intl shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 23k 63.66
2023-09-30 $1.2M 20k 58.28
2023-06-30 $1.2M 20k 61.15
2023-03-31 $1.2M 19k 61.74
2022-12-31 $272k 4.9k 55.98

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

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
UBS Group
Axxcess Wealth Management
Capital Asset Advisory Services
Davidson Investment Advisors
TFC Financial Management

View all funds holding Ishares Tr core msci intl