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iShares Dow Jones EPAC Sel Div Ind shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by Monterey Private Wealth 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $601k 19k 31.02
2024-12-31 $530k 19k 27.38

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Morgan Stanley
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

View all funds holding iShares Dow Jones EPAC Sel Div Ind