Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Morningstar Mid Core Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 2.9k 76.02

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares Morningstar Mid Core Index

Morgan Stanley
Townsquare Capital
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Steele Capital Management
Matrix Trust
Cetera Investment Advisers
Means Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Mml Investors Services
Wells Fargo & Company
Aptus Capital Advisors
Sunburst Financial Group

View all funds holding iShares Morningstar Mid Core Index