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Ishares Tr msci eafe esg shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Ishares Tr msci eafe esg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci eafe esg held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci eafe esg by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $1.9M 26k 73.06
2020-09-30 $1.4M 23k 63.47
2020-06-30 $1.4M 24k 60.60
2020-03-31 $1.2M 23k 53.15
2019-12-31 $1.5M 22k 68.75
2019-09-30 $1.3M 20k 64.14
2019-06-30 $1.4M 21k 64.32
2019-03-31 $1.3M 20k 63.20

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Tiaa Trust, National Association
Betterment
Fifth Third Bancorp
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Putnam Fl Investment Management
Spinnaker Trust
Commonwealth Equity Services
Wealthfront Advisers
Mercer Global Advisors
Us Bancorp

View all funds holding Ishares Tr msci eafe esg