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Ishares Tr etf msci usa shares owned by Brewster Financial Planning

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Brewster Financial Planning from 13F filings

Historical chart of Brewster Financial Planning 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 Brewster Financial Planning 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 Brewster Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 5.4k 114.96
2023-12-31 $571k 5.4k 104.92
2023-09-30 $541k 5.8k 93.91
2023-06-30 $579k 5.9k 97.46

More positions owned by Brewster Financial Planning

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Cohen Steer Reit (ICF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Aware Msci (ESML)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brewster Financial Planning

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