Modera Wealth Management »

Ishares Tr esg us agr bd shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg us agr bd by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 43k 47.06
2023-12-31 $2.0M 42k 47.74
2023-09-30 $2.0M 43k 45.30
2023-06-30 $2.0M 44k 47.17

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

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