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Ishares Tr core msci pac shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ishares Tr core msci pac (IPAC) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ishares Tr core msci pac

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core msci pac held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core msci pac by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 4.2k 66.58
2024-03-31 $258k 4.2k 61.80

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr core msci pac

Ronald Blue Trust
Municipal Employees' Retirement System of Michigan
Charles Schwab Investment Management
Assetmark
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Elm Partners Management
Mather Group
Cetera Investment Advisers
Stifel Financial
Smithfield Trust Company
ERTS Wealth Advisors
Advisor Group Holdings
Jane Street

View all funds holding Ishares Tr core msci pac