Heritage Trust »

Ishares Inc msci em esg se shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Inc msci em esg se by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $335k 10k 32.23
2023-12-31 $333k 10k 32.06
2023-09-30 $315k 10k 30.28
2023-06-30 $329k 10k 31.63

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Qualcomm Common Stock (QCOM)
Jpmorgan Chase & Co Common Stock (JPM)
Unitedhealth Group Common Stock (UNH)
Home Depot Common Stock (HD)
SPDR S&P 500 Etf-equity (SPY)
Alphabet Common Stock (GOOGL)
Visa Common Stock (V)
Johnson & Johnson Common Stock (JNJ)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)

View all positions for Heritage Trust

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