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Ishares Inc msci em esg se shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management 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 Evolution Wealth Management 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $58k 1.3k 45.47
2025-12-31 $19k 440 44.17
2025-09-30 $12k 267 43.42
2025-06-30 $11k 267 39.17

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Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust Allianzim Buffer (SPBW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Empower Advisory Group
Morgan Stanley
Northern Trust
Wit
Envestnet Asset Management
Betterment
TIAA Wealth Investment Management
FMR
Wealthfront Advisers
BlackRock
Creative Planning
Wells Fargo & Company
LPL Financial
Ameriprise Financial

View all funds holding Ishares Inc msci em esg se