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Ishares Inc msci em esg se shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in Ishares Inc msci em esg se

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc msci em esg se held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci em esg se by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $454k 14k 32.06
2023-09-30 $380k 13k 30.28
2023-06-30 $399k 13k 31.63
2023-03-31 $228k 7.2k 31.51

More positions owned by Grubman Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman Wealth Management

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Empower Advisory Group
Tiaa Trust, National Association
Morgan Stanley
Northern Trust
Betterment
Jane Street
Goldman Sachs Group
Envestnet Asset Management
Wealthfront Advisers
Jpmorgan Chase & Co
UBS Group
Creative Planning
Ellevest
Ameriprise Financial

View all funds holding Ishares Inc msci em esg se