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Ishares Inc msci glb energ shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Inc msci glb energ (POWR) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Inc msci glb energ

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All positions including Ishares Inc msci glb energ held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci glb energ by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $429k 15k 27.96

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Etf (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Msci Eafe (IEFA)
Brown & Brown (BRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Summit Wealth Partners

Top funds holding Ishares Inc msci glb energ

Treasurer of the State of North Carolina
Parcion Private Wealth
LPL Financial
FFG Partners
Palladiem
Commonwealth Equity Services
Focus Financial Network
Steward Partners Investment Advisory
Raymond James Financial
Intl Fcstone
Morgan Stanley
Jones Financial Companies, L.L
Royal Bank of Canada
Envestnet Asset Management
A.R. Schmeidler & Co

View all funds holding Ishares Inc msci glb energ