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Ishares Inc msci world idx shares owned by Oak Point Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2018-03-31 $2.4M 28k 85.01
2017-12-31 $1.1M 13k 87.92

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Sumitomo Mitsui Asset Management Company
Prudential
Goldman Sachs Group
UBS Group
CX Institutional
Evensky & Katz
Babson Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
Partners Capital Investment Group
Allie Family Office
Principal Financial Group
Wellington Management Company
Angeles Wealth Management

View all funds holding Ishares Inc msci world idx