Crux Wealth Advisors »

Ishares Tr msci eafe esg shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth 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 Crux Wealth 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 38k 92.98
2025-06-30 $2.9M 32k 89.22

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bny Mellon Etf Trust Concentrated Int (BKCI)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Crux Wealth Advisors

Top funds holding Ishares Tr msci eafe esg

Jpmorgan Chase & Co
Empower Advisory Group
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Betterment
FMR
Wells Fargo & Company
Envestnet Asset Management
Acorns Advisers
Goldman Sachs Group
Mercer Global Advisors
Putnam Fl Investment Management
UBS Group
Wealthfront Advisers

View all funds holding Ishares Tr msci eafe esg