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Ishares Inc msci em esg se shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 46k 33.53
2024-03-31 $1.2M 36k 32.23
2023-12-31 $971k 30k 32.06
2023-09-30 $820k 27k 30.28
2023-06-30 $274k 8.7k 31.63

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Moneta Group Investment Advisors

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Tiaa Trust, National Association
Empower Advisory Group
Morgan Stanley
Envestnet Asset Management
Northern Trust
Goldman Sachs Group
Betterment
Wealthfront Advisers
Jpmorgan Chase & Co
Creative Planning
UBS Group
Ellevest
Ameriprise Financial
BlackRock

View all funds holding Ishares Inc msci em esg se