Wealth Management Solutions »

Ishares Tr etf msci usa shares owned by Wealth Management Solutions

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

Historical chart of Wealth Management Solutions investment in Ishares Tr etf msci usa

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr etf msci usa held by Wealth Management Solutions 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 Tr etf msci usa by Wealth Management Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 11k 93.91
2023-06-30 $1.1M 11k 97.46
2023-03-31 $2.0M 22k 90.45
2022-12-31 $12M 137k 84.75
2022-09-30 $11M 138k 79.41
2022-06-30 $11M 128k 83.90
2022-03-31 $9.5M 94k 101.35
2021-12-31 $21M 192k 107.90

More positions owned by Wealth Management Solutions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard World Fds Health Car Etf (VHT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Nfj Dividend Interest (NFJ)
Microsoft Corporation (MSFT)

View all positions for Wealth Management Solutions

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