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Ishares Inc msci world idx shares owned by Causey Wealth

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

Historical chart of Causey Wealth investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Causey Wealth 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 Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 1.3k 180.02

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding Ishares Inc msci world idx

Federation des caisses Desjardins du Quebec
Barrow, Hanley, Mewhinney & Strauss
Goldman Sachs Group
Banco Santander
Sumitomo Mitsui Asset Management Company
Prudential
Obermeyer Asset Management
Bank Of Montreal
Evensky & Katz
Babson Capital Management
Mirae Asset Global Investments
LPL Financial
BlackRock
Sava Penzisko Drushtvo A.d. Skopje
CI Investments

View all funds holding Ishares Inc msci world idx