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iShares S&P Global Consumer Staple shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Consumer Staple (KXI) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in iShares S&P Global Consumer Staple

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Consumer Staple held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Consumer Staple by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 24k 65.75
2024-06-30 $1.6M 26k 60.11
2024-03-31 $1.6M 27k 61.03

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

Top funds holding iShares S&P Global Consumer Staple

Fisher Investments
BlackRock
BlackRock
Federation des caisses Desjardins du Quebec
Morgan Stanley
Morningstar Investment Management
LPL Financial
Money Design
Envestnet Asset Management
Wells Fargo & Company
ICICI Prudential Asset Management
Creative Planning
Bank of America Corporation
Susquehanna International
Bnp Paribas Arbitrage, Snc

View all funds holding iShares S&P Global Consumer Staple