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Ishares Inc ctr wld minvl shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Ishares Inc ctr wld minvl

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc ctr wld minvl held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc ctr wld minvl by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $25k 253 96.75
2022-12-31 $24k 253 95.02
2022-09-30 $22k 253 86.96
2022-06-30 $31k 323 95.98
2022-03-31 $63k 598 105.35
2021-12-31 $68k 628 108.28
2021-09-30 $65k 628 103.50
2021-06-30 $65k 628 103.50
2021-03-31 $62k 628 98.73
2020-12-31 $61k 633 96.37

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Ishares Inc ctr wld minvl

Sei Investments
Aspiriant
BlackRock
Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Envestnet Asset Management
Symmetry Partner
Ameriprise Financial
Us Bancorp
Searcy Financial Services
WMS Partners
Alliancebernstein
Bessemer

View all funds holding Ishares Inc ctr wld minvl