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Ishares Tr Global Reit Etf shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr Global Reit Etf (REET) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Ishares Tr Global Reit Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Global Reit Etf held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Global Reit Etf by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 11k 24.18
2023-06-30 $220k 9.6k 22.97
2023-03-31 $219k 9.6k 22.93
2022-12-31 $217k 9.6k 22.71

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Ishares Tr Global Reit Etf

M^T Bank Corporation
ValMark Advisers
Hsbc Holdings
Bank Of Montreal
Savant Capital Management
SageView Advisory Group
Partners Capital Investment Group
Goldman Sachs Group
Heritage Investment Group
HighTower Advisors
One Capital Management
PDS Planning
Bank of America Corporation
Modera Wealth Management
Wells Fargo & Company

View all funds holding Ishares Tr Global Reit Etf