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Ishares Inc msci em esg se shares owned by Causey Wealth

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by Causey Wealth from 13F filings

Historical chart of Causey Wealth investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Causey Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci em esg se by Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $292k 6.4k 45.47
2025-12-31 $328k 7.4k 44.17

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding Ishares Inc msci em esg se

Empower Advisory Group
Northern Trust
Wit
Envestnet Asset Management
Betterment
TIAA Wealth Investment Management
FMR
Wealthfront Advisers
BlackRock
Creative Planning
Wells Fargo & Company
LPL Financial
Ameriprise Financial
UBS Group
Pnc Financial Services

View all funds holding Ishares Inc msci em esg se