EFG Capital International’s iShares Core S&P 500 ETF IVV Stock Holding History

EFG Capital International’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.68M	Buy	+6,009	New	+$2.53M	0.62%	53

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EFG Capital International's IVV Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2023: 6,009 shares worth $2.68M. The stake represents 0.62% of the portfolio and ranks #53 among its holdings.

2,721 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

EFG Capital International held 6,009 shares of iShares Core S&P 500 ETF worth $2.68M as of Q2 2023.
iShares Core S&P 500 ETF was a new EFG Capital International position in Q2 2023.
iShares Core S&P 500 ETF made up 0.62% of EFG Capital International's portfolio in Q2 2023, its #53 holding.
2,721 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.