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Ishares Inc msci em esg se shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 4.7k 44.17
2022-09-30 $274k 9.9k 27.63
2022-06-30 $239k 7.4k 32.38
2022-03-31 $209k 5.7k 36.77
2021-12-31 $210k 5.3k 39.82

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Planning Alternatives

Top funds holding Ishares Inc msci em esg se

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

View all funds holding Ishares Inc msci em esg se