Ishares Tr etf msci usa shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $621k | 6.4k | 97.45 |
| 2023-03-31 | $610k | 6.7k | 90.45 |
| 2022-12-31 | $596k | 7.0k | 84.76 |
| 2022-09-30 | $613k | 7.7k | 79.46 |
| 2022-06-30 | $631k | 7.5k | 83.88 |
| 2022-03-31 | $762k | 7.5k | 101.37 |
| 2021-12-31 | $843k | 7.8k | 107.92 |
| 2021-09-30 | $924k | 9.4k | 98.50 |
| 2021-06-30 | $912k | 9.3k | 98.45 |
| 2021-03-31 | $954k | 11k | 90.86 |
| 2020-12-31 | $1.4M | 17k | 86.04 |