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Ishares Inc msci world idx shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $316k 2.0k 156.91
2024-03-31 $444k 3.1k 144.91

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Vanguard S&p 500 Etf Etf (VOO)
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Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
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Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for JDM Financial Group

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Goldman Sachs Group
Sumitomo Mitsui Asset Management Company
Prudential
Evensky & Katz
Bank of America Corporation
Jpmorgan Chase & Co
Babson Capital Management
Banco Santander
Bank Julius Baer & Co. Ltd, Zurich
Mirae Asset Global Investments
CI Investments
Morgan Stanley
Arizona PSPRS Trust
Angeles Wealth Management

View all funds holding Ishares Inc msci world idx