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Ishares Inc msci world idx shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $638k 4.1k 156.91
2024-06-30 $600k 4.1k 147.49
2024-03-31 $569k 4.1k 139.95
2023-12-31 $541k 4.1k 133.02
2023-09-30 $489k 4.1k 120.17

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Prologis Share Beneficial Int Reit (PLD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Valeo Financial Advisors

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