Crewe Advisors »

Ishares Tr msci eafe esg shares owned by Crewe Advisors

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

Historical chart of Crewe 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 Crewe Advisors 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 194 75.54
2023-09-30 $13k 190 69.13
2023-06-30 $14k 190 72.93
2023-03-31 $14k 190 71.84
2022-12-31 $13k 190 65.74
2022-09-30 $11k 190 57.89

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

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