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Ishares Tr etf msci usa shares owned by Waldron

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

Historical chart of Waldron investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 2.5k 104.75
2023-09-30 $248k 2.6k 93.66
2023-06-30 $263k 2.7k 97.30
2023-03-31 $506k 5.6k 90.44

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wells Fargo & Company
Banca d'Italia
Envestnet Portfolio Solutions
Wealthfront Advisers
Advisor Group Holdings
Sumitomo Mitsui Financial
Financial Gravity Wealth
Commonwealth Equity Services
Empower Advisory Group
Janney Montgomery Scott

View all funds holding Ishares Tr etf msci usa