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Ishares Tr shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Ishares Tr

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All positions including Ishares Tr held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $334k 6.8k 49.08
2024-06-30 $316k 6.8k 46.58
2024-03-31 $306k 6.8k 45.15

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Monterey Private Wealth

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
LPL Financial
Sei Investments
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Federation des caisses Desjardins du Quebec
Hanson McClain Advisors
Mml Investors Services
Cetera Investment Advisers
Financial Connections Group

View all funds holding Ishares Tr