Essential Planning »

Ishares Inc msci em esg se shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Ishares Inc msci em esg se

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc msci em esg se held by Essential 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 Inc msci em esg se by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.7M 191k 35.31

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Ishares Inc msci em esg se

Empower Advisory Group
Morgan Stanley
Northern Trust
Wit
Tiaa Trust, National Association
Betterment
Envestnet Asset Management
FMR
Wealthfront Advisers
Jpmorgan Chase & Co
Creative Planning
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Goldman Sachs Group

View all funds holding Ishares Inc msci em esg se