Archetype Wealth Partners »

Ishares Tr msci eafe esg shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci eafe esg by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 4.1k 84.18
2024-06-30 $326k 4.1k 78.88
2024-03-31 $330k 4.1k 79.88
2023-12-31 $312k 4.1k 75.62
2023-09-30 $399k 5.8k 69.09
2023-06-30 $570k 7.8k 72.98

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Morgan Stanley
Northern Trust
Tiaa Trust, National Association
Fifth Third Bancorp
Envestnet Asset Management
Wells Fargo & Company
Goldman Sachs Group
Acorns Advisers
BlackRock
Putnam Fl Investment Management
BlackRock
Spinnaker Trust

View all funds holding Ishares Tr msci eafe esg