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Ishares Inc msci world idx shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $76k 450 169.38
2025-03-31 $69k 450 153.18
2024-12-31 $70k 450 155.50

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Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Federation des caisses Desjardins du Quebec
Amundi
Goldman Sachs Group
Sumitomo Mitsui Asset Management Company
Prudential
Obermeyer Asset Management
Babson Capital Management
Evensky & Katz
Banco Santander
Jpmorgan Chase & Co
LPL Financial
BlackRock
Principal Financial Group
Mirae Asset Global Investments

View all funds holding Ishares Inc msci world idx