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Ishares Tr esg us agr bd shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Invera Wealth Advisors from 13F filings

Historical chart of Invera Wealth Advisors investment in Ishares Tr esg us agr bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr bd held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg us agr bd by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 22k 45.80
2023-12-31 $765k 16k 47.74

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Ishares Tr Esg Msci Usa Etf Etf (USXF)
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Alphabet Inc Class A cs (GOOGL)
Trane Technologies SHS (TT)
Ishares Tr Esg Eafe Etf Etf (DMXF)
Ishares Tr Esg Awre Usd Etf Etf (SUSC)
Nuveen Esg Large-cap Value Etf Etf (NULV)
Ishares Tr Core Msci Eafe Etf (IEFA)
NVIDIA Corporation (NVDA)
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Ishares Incorporated Core Msci Emkt Etf (IEMG)
Intercontinental Exchange (ICE)
Ishares Tr Esg Aware Msci Etf (ESML)
S&p Global (SPGI)

View all positions for Invera Wealth Advisors

Top funds holding Ishares Tr esg us agr bd

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Envestnet Asset Management
BlackRock
Northern Trust
Mercer Global Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Envestnet Portfolio Solutions
Raymond James & Associates
CWM
M^T Bank Corporation

View all funds holding Ishares Tr esg us agr bd