Simplicity Wealth »

Ishares Inc msci world idx shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Ishares Inc msci world idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc msci world idx held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Inc msci world idx by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 58k 144.91

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Sumitomo Mitsui Asset Management Company
Goldman Sachs Group
UBS Group
Bank of America Corporation
CX Institutional
Babson Capital Management
Evensky & Katz
Partners Capital Investment Group
Jpmorgan Chase & Co
Bank Julius Baer & Co. Ltd, Zurich
Principal Financial Group
Wellington Management Company
Empire Life Investments
Hsbc Holdings

View all funds holding Ishares Inc msci world idx