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Ishares Inc msci em esg se shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 323 43.42
2025-06-30 $13k 323 39.17

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

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