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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
2024-09-30 $194k 1.2k 156.91
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)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Goldman Sachs Group
Prudential
Sumitomo Mitsui Asset Management Company
Principal Financial Group
Evensky & Katz
Schroder Investment Management Group
Bank of America Corporation
Jpmorgan Chase & Co
Babson Capital Management
Mirae Asset Global Investments
Banco Santander
Bank Julius Baer & Co. Ltd, Zurich
Empire Life Investments
CI Investments

View all funds holding Ishares Inc msci world idx