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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr