Ishares Inc msci em esg se shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Inc msci em esg se
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Quarterly reported holdings in Ishares Inc msci em esg se by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $521k | 16k | 33.38 |
| 2024-09-30 | $552k | 15k | 36.44 |
| 2024-06-30 | $492k | 15k | 33.53 |
| 2024-03-31 | $483k | 15k | 32.24 |
| 2023-12-31 | $469k | 15k | 32.06 |
| 2023-09-30 | $441k | 15k | 30.27 |
| 2023-06-30 | $457k | 14k | 31.64 |
| 2023-03-31 | $26k | 827k | 0.03 |
| 2022-12-31 | $786k | 26k | 30.08 |
| 2022-09-30 | $715k | 26k | 27.67 |
| 2022-06-30 | $741k | 23k | 32.32 |
| 2022-03-31 | $819k | 22k | 36.74 |
| 2021-12-31 | $769k | 19k | 39.75 |
| 2021-09-30 | $329k | 7.9k | 41.43 |
| 2021-06-30 | $254k | 5.6k | 45.09 |
| 2021-03-31 | $65k | 1.5k | 43.13 |