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Ishares Inc core msci emkt shares owned by Trevian Wealth Management

Quarter-by-quarter ownership of Ishares Inc core msci emkt (IEMG) shares owned by Trevian Wealth Management from 13F filings

Historical chart of Trevian Wealth Management investment in Ishares Inc core msci emkt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc core msci emkt held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc core msci emkt by Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 33k 65.92
2025-06-30 $1.8M 29k 60.03

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Trevian Wealth Management

Top funds holding Ishares Inc core msci emkt

Morgan Stanley
Creative Planning
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
BlackRock
Wealthfront Advisers
Tiaa Trust, National Association
Goldman Sachs Group
Us Bancorp
State of New Jersey Common Pension Fund D
FMR
Raymond James Financial
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Inc core msci emkt