W.H. Cornerstone Investments »

Ishares Tr etf msci usa shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments 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 W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $749k 6.5k 115.00
2023-12-31 $796k 7.6k 104.92
2023-09-30 $943k 10k 93.87
2023-06-30 $1.4M 15k 97.48
2023-03-31 $3.7M 40k 90.45
2022-12-31 $4.0M 46k 88.47
2022-09-30 $3.6M 45k 79.39

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for W.H. Cornerstone Investments

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