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Ishares Tr msci eafe esg shares owned by Sincerus Advisory

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

Historical chart of Sincerus Advisory 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 Sincerus Advisory 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 Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 33k 92.98
2025-06-30 $2.9M 32k 90.38
2025-03-31 $2.4M 29k 81.69

More positions owned by Sincerus Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Sincerus Advisory

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