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iShares S&P NA Nat. Re. Sc. Idx shares owned by Convergent Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by Convergent Wealth Advisors from 13F filings

Historical chart of Convergent Wealth Advisors investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. Idx held by Convergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $8.1M 280k 29.04
2015-06-30 $13M 344k 36.28
2015-03-31 $21M 551k 37.54
2014-12-31 $53M 1.4M 38.32
2014-09-30 $2.4M 55k 44.76
2014-06-30 $632k 13k 49.56
2014-03-31 $600k 14k 44.32
2013-12-31 $1.1M 25k 43.39
2013-06-30 $710k 19k 38.28
2013-03-31 $752k 19k 40.54

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding iShares S&P NA Nat. Re. Sc. Idx

Arkansas Financial
Morgan Stanley
Bank of America Corporation
Family Firm
Envestnet Asset Management
Goldman Sachs Group
Royal Bank of Canada
CWM
Wells Fargo & Company
Summit Investment Advisors
Pnc Financial Services
D.A. Davidson & Co.
Pure Financial Advisors
Steward Partners Investment Advisory
Mml Investors Services

View all funds holding iShares S&P NA Nat. Re. Sc. Idx