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Ishares Inc msci world idx shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $399k 2.7k 147.49
2024-03-31 $467M 3.2k 144909.94

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Goldman Sachs Group
Sumitomo Mitsui Asset Management Company
Prudential
Jane Street
Babson Capital Management
Evensky & Katz
Flow Traders US
Jpmorgan Chase & Co
Bank of America Corporation
CI Investments
Bank Julius Baer & Co. Ltd, Zurich
Partners Capital Investment Group
Banco Santander
Morgan Stanley

View all funds holding Ishares Inc msci world idx