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Ishares Inc msci world idx shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci world idx by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $217k 1.6k 133.05
2022-12-31 $1.2M 11k 109.25

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Sumitomo Mitsui Asset Management Company
Goldman Sachs Group
UBS Group
Bank of America Corporation
CX Institutional
Babson Capital Management
Evensky & Katz
Partners Capital Investment Group
Jpmorgan Chase & Co
Bank Julius Baer & Co. Ltd, Zurich
Wellington Management Company
Empire Life Investments
Hsbc Holdings
Principal Financial Group

View all funds holding Ishares Inc msci world idx