Marshall & Sterling Wealth Advisors »

Ishares Tr msci eafe esg shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling 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 Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 2.5k 95.61

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Empower Advisory Group
Northern Trust
Morgan Stanley
Betterment
FMR
TIAA Wealth Investment Management
Goldman Sachs Group
Acorns Advisers
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers

View all funds holding Ishares Tr msci eafe esg