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Ishares Inc msci em esg se shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 132k 36.41
2021-09-30 $396k 9.6k 41.44
2018-12-31 $4.0k 116 34.48

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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
Wealthfront Advisers
Jpmorgan Chase & Co
Creative Planning
BlackRock
Federation des caisses Desjardins du Quebec
BlackRock
Acorns Advisers
LPL Financial

View all funds holding Ishares Inc msci em esg se