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Ishares Tr msci eafe esg shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Ishares Tr msci eafe esg

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci eafe esg held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci eafe esg by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $886k 11k 79.91
2023-12-31 $830k 11k 75.54
2023-09-30 $756k 11k 69.13
2023-06-30 $773k 11k 72.93
2023-03-31 $718k 10k 71.84
2022-12-31 $359k 5.5k 65.74

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Tiaa Trust, National Association
Betterment
Fifth Third Bancorp
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Putnam Fl Investment Management
Spinnaker Trust
Commonwealth Equity Services
Wealthfront Advisers
Mercer Global Advisors
Us Bancorp

View all funds holding Ishares Tr msci eafe esg