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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

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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
2024-03-31 $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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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