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Ishares Inc msci world idx shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $699k 3.8k 181.56
2025-06-30 $647k 3.8k 169.38

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

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