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Ishares Inc msci em esg se shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Sax Wealth 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $670k 18k 36.41
2024-06-30 $618k 18k 33.53

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth 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
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