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Ishares Tr msci eafe esg shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 171k 79.91
2023-12-31 $13M 175k 75.54
2023-09-30 $12M 178k 69.13
2023-06-30 $13M 179k 72.93
2022-06-30 $293k 4.7k 62.71

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 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