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Ishares Tr msci eafe esg shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr msci eafe esg (ESGD) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 51k 78.78
2024-03-31 $4.0M 50k 79.91

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

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