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

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

Historical chart of Integris 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 Integris 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 Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 33k 32.06
2023-09-30 $1.2M 38k 30.28
2023-06-30 $1.1M 36k 31.63
2023-03-31 $1.1M 35k 31.48
2022-12-31 $989k 33k 30.07

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Caterpillar (CAT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Integris Wealth Management

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Empower Advisory Group
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wealthfront Advisers
Creative Planning
Jpmorgan Chase & Co
UBS Group
Jane Street
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Ellevest
M^T Bank Corporation

View all funds holding Ishares Inc msci em esg se