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iShares S&P World Ex-US Prop Index shares owned by Private Ocean

Quarter-by-quarter ownership of iShares S&P World Ex-US Prop Index (WPS) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in iShares S&P World Ex-US Prop Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P World Ex-US Prop Index held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P World Ex-US Prop Index by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6k 136 26.15
2023-12-31 $3.9k 136 28.69
2023-03-31 $3.7k 136 26.93
2022-12-31 $3.7k 137 27.20
2022-09-30 $3.0k 136 22.06
2022-03-31 $5.0k 136 36.76
2021-12-31 $5.0k 136 36.76
2021-09-30 $5.0k 136 36.76
2021-03-31 $5.0k 136 36.76
2020-12-31 $5.0k 136 36.76
2020-09-30 $9.0k 272 33.09
2020-06-30 $8.0k 272 29.41
2020-03-31 $3.0k 133 22.56

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding iShares S&P World Ex-US Prop Index

Morgan Stanley
Rathbones Brothers
Cardiff Park Advisors
Branch Banking & Trust Company
Goss Wealth Management
Private Ocean

View all funds holding iShares S&P World Ex-US Prop Index