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Ishares Tr intl dev ql fc shares owned by Montis Financial

Quarter-by-quarter ownership of Ishares Tr intl dev ql fc (IQLT) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Ishares Tr intl dev ql fc

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All positions including Ishares Tr intl dev ql fc held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr intl dev ql fc by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 36k 44.19
2025-06-30 $1.7M 39k 43.22
2025-03-31 $1.6M 40k 39.69
2024-12-31 $1.8M 49k 37.12

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Ishares Tr intl dev ql fc

Northwestern Mutual Wealth Management Company
Pnc Financial Services
Envestnet Asset Management
Richard Bernstein Advisors
Ameriprise Financial
Capital Investment Advisors
Morgan Stanley
Tiaa Trust, National Association
HPM Partners
LPL Financial
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth

View all funds holding Ishares Tr intl dev ql fc