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Ishares Inc msci em esg se shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors 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 Lifelong Wealth Advisors 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $551k 13k 44.17
2025-09-30 $399k 9.2k 43.42
2025-06-30 $372k 9.5k 39.17
2025-03-31 $331k 9.5k 34.95
2024-12-31 $275k 8.2k 33.39

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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Fidelity Covington Trust Enhanced Mid (FMDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Oracle Corporation (ORCL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)

View all positions for Lifelong Wealth Advisors

Top funds holding Ishares Inc msci em esg se

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

View all funds holding Ishares Inc msci em esg se