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Ishares Tr msci eafe esg shares owned by DWM Financial Group

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

Historical chart of DWM Financial Group 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 DWM Financial Group 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 DWM Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $368k 3.9k 95.09

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)
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Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
First Ban (FBNC)
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Apple (AAPL)
Patrick Industries (PATK)

View all positions for DWM Financial Group

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Jpmorgan Chase & Co
Empower Advisory Group
Northern Trust
FMR
Morgan Stanley
Betterment
TIAA Wealth Investment Management
Acorns Advisers
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Us Bancorp
Wealthfront Advisers
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr msci eafe esg