Xena Financial Planning »

Ishares Tr msci eafe esg shares owned by Xena Financial Planning

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

Historical chart of Xena Financial Planning 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 Xena Financial Planning 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 Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 61k 95.09

More positions owned by Xena Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for Xena Financial Planning

Top funds holding Ishares Tr msci eafe esg

Jpmorgan Chase & Co
Empower Advisory Group
Northern Trust
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
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr msci eafe esg