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Ishares Inc msci em esg se shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-06-30 $259k 4.7k 54.69

More positions owned by Heritage Family Offices

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Family Offices

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Morgan Stanley
Northern Trust
Empower Advisory Group
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