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Ishares Tr msci eafe esg shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Ishares Tr msci eafe esg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci eafe esg held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci eafe esg by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $379k 4.7k 79.91
2023-12-31 $309k 4.1k 75.54
2023-09-30 $282k 4.1k 69.13
2023-06-30 $254k 3.5k 72.93

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View all positions for Falcon Wealth Planning

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Morgan Stanley
Tiaa Trust, National Association
Betterment
Northern Trust
Ameriprise Financial
Fifth Third Bancorp
Wells Fargo & Company
Goldman Sachs Group
Envestnet Asset Management
UBS Group
Putnam Fl Investment Management
BlackRock

View all funds holding Ishares Tr msci eafe esg