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Ishares Tr etf msci usa shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr etf msci usa by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $447k 4.8k 93.90
2023-06-30 $464k 4.8k 97.45
2023-03-31 $580k 6.4k 90.45
2022-12-31 $729k 8.6k 84.75
2022-09-30 $3.3M 42k 79.41

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View all positions for Strategic Wealth Partners

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Tiaa Trust, National Association
BlackRock
Goldman Sachs Group
Northern Trust
Morgan Stanley
Betterment
Wells Fargo & Company
Banca d'Italia
LPL Financial
Wealthfront Advisers
Sumitomo Mitsui Financial
Financial Gravity Wealth

View all funds holding Ishares Tr etf msci usa