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Ishares Tr msci eafe esg shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 73k 75.70
2023-09-30 $4.6M 67k 69.13
2023-06-30 $5.0M 68k 72.93
2023-03-31 $5.1M 71k 71.84
2022-12-31 $4.8M 74k 65.74

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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