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

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

Historical chart of Modera Wealth Management investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Modera 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 141k 32.06
2023-09-30 $4.0M 131k 30.28
2023-06-30 $4.0M 127k 31.63

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
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Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
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Dimensional Etf Trust Internatnal Val (DFIV)
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View all positions for Modera 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