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Ishares Tr msci eafe esg shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Ishares Tr msci eafe esg

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All positions including Ishares Tr msci eafe esg held by Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $836k 9.9k 84.17
2024-06-30 $617k 7.8k 78.78

More positions owned by Montis Financial

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Pfd And Incm Sec (PFF)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding Ishares Tr msci eafe esg

Bank of America Corporation
Empower Advisory Group
Jpmorgan Chase & Co
Northern Trust
Tiaa Trust, National Association
Betterment
Ameriprise Financial
FMR
Envestnet Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Fifth Third Bancorp
Acorns Advisers
BlackRock

View all funds holding Ishares Tr msci eafe esg