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Ishares Inc msci world idx shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Holos Integrated 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $223k 1.3k 173.60

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First Trust Laddered Buffer ETF Etf (BUFR)
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First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Federation des caisses Desjardins du Quebec
Morgan Stanley
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

View all funds holding Ishares Inc msci world idx