Ishares Tr etf msci usa shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $520k | 4.5k | 114.96 |
| 2023-12-31 | $475k | 4.5k | 104.92 |
| 2023-09-30 | $424k | 4.5k | 93.91 |
| 2023-06-30 | $508k | 5.2k | 97.46 |
| 2023-03-31 | $471k | 5.2k | 90.45 |
| 2022-12-31 | $442k | 5.2k | 84.84 |
| 2022-09-30 | $414k | 5.2k | 79.46 |
| 2022-06-30 | $437k | 5.2k | 83.88 |
| 2022-03-31 | $528k | 5.2k | 101.34 |
| 2021-12-31 | $562k | 5.2k | 107.87 |