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Ishares Tr etf msci usa shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 19k 114.96
2023-12-31 $1.2M 13k 93.91
2023-09-30 $1.2M 13k 93.91
2023-06-30 $1.2M 12k 97.46
2023-03-31 $634k 7.0k 90.45

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

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
Wealthfront Advisers
Advisor Group Holdings
Sumitomo Mitsui Financial
Financial Gravity Wealth
Commonwealth Equity Services
Empower Advisory Group
Envestnet Portfolio Solutions
Citigroup

View all funds holding Ishares Tr etf msci usa