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Ishares Tr Global Reit Etf shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors 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 FSM Wealth Advisors 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.3M 263k 24.05
2024-09-30 $6.5M 245k 26.69

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)

View all positions for FSM Wealth Advisors

Top funds holding Ishares Tr Global Reit Etf

ValMark Advisers
BlackRock
Northwestern Mutual Wealth Management Company
Hsbc Holdings
M^T Bank Corporation
Bank Of Montreal
Oxford Financial
Savant Capital Management
Partners Capital Investment Group
SageView Advisory Group
HighTower Advisors
Heritage Investment Group
PDS Planning
Goldman Sachs Group
Nepc

View all funds holding Ishares Tr Global Reit Etf