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Ishares Tr edge msci minm shares owned by Executive Wealth Management

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive Wealth Management investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 136k 40.80
2019-09-30 $38k 1.1k 33.57
2019-06-30 $12M 370k 33.33

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Angel Oak Funds Trust Income Etf (CARY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Ishares Tr edge msci minm

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Management Resources
Raymond James & Associates
Commonwealth Equity Services
LPL Financial
Executive Wealth Management
Brickley Wealth Management
Summit Global Investments
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Creative Planning
Beacon Pointe Advisors

View all funds holding Ishares Tr edge msci minm