Private Wealth Management Group »

Ishares Inc msci em esg se shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Inc msci em esg se by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $653k 18k 36.41
2024-03-31 $513k 16k 32.23
2023-12-31 $491k 15k 32.06

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

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
Goldman Sachs Group
Wealthfront Advisers
Jpmorgan Chase & Co
Creative Planning
BlackRock
Acorns Advisers
LPL Financial
Wells Fargo & Company
Us Bancorp
Pnc Financial Services

View all funds holding Ishares Inc msci em esg se