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iShares Dow Jones EPAC Sel Div Ind shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares Dow Jones EPAC Sel Div Ind

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All positions including iShares Dow Jones EPAC Sel Div Ind held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 17k 36.55
2025-06-30 $553k 16k 34.51
2025-03-31 $484k 16k 31.02
2024-12-31 $427k 16k 27.38
2024-09-30 $507k 17k 30.23
2024-06-30 $537k 19k 27.67
2024-03-31 $589k 21k 28.04
2023-12-31 $671k 24k 27.99
2023-09-30 $623k 25k 25.40
2023-06-30 $1.8M 70k 26.33
2023-03-31 $1.8M 67k 27.49
2022-12-31 $2.0M 1.6k 1238.60
2022-09-30 $1.9M 85k 22.53
2022-06-30 $2.0M 72k 27.16
2022-03-31 $2.4M 76k 31.76
2021-12-31 $2.4M 78k 31.18
2021-09-30 $29M 946k 30.42
2021-06-30 $33M 1.0M 32.40
2021-03-31 $34M 1.1M 31.48
2020-12-31 $48M 1.6M 29.47
2020-09-30 $41M 1.6M 24.93
2020-06-30 $42M 1.7M 25.12
2020-03-31 $39M 1.7M 22.60
2019-12-31 $95M 2.8M 33.57
2019-09-30 $84M 2.7M 30.74
2019-06-30 $104M 6.4k 16135.66
2019-03-31 $102M 18k 5786.47
2018-12-31 $68M 2.4M 28.71
2018-09-30 $98M 3.0M 32.63
2018-06-30 $93M 2.9M 32.15
2018-03-31 $76M 2.3M 33.00
2017-12-31 $74M 2.2M 33.79
2017-09-30 $73M 2.2M 33.76
2017-06-30 $68M 2.1M 32.72
2017-03-31 $65M 2.1M 31.46
2016-12-31 $57M 1.9M 29.56
2016-09-30 $52M 1.7M 29.98
2016-06-30 $48M 1.7M 28.63
2016-03-31 $48M 1.6M 28.99
2015-12-31 $45M 1.6M 28.70
2015-09-30 $128k 4.5k 28.22
2012-12-31 $834k 25k 33.69
2012-09-30 $783k 25k 31.63
2012-06-30 $744k 25k 30.05
2012-03-31 $807k 25k 32.60
2011-09-30 $701k 25k 28.32

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Mercer Global Advisors
UBS Group
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Raymond James Financial
Cetera Investment Advisers
Fukoku Mutual Life Insurance
HighTower Advisors
Alliancebernstein
Scotia Capital

View all funds holding iShares Dow Jones EPAC Sel Div Ind