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Ishares Inc msci em esg se shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 6.9k 44.54
2025-06-30 $256k 6.5k 39.46
2024-12-31 $223k 6.7k 33.39

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

Top funds holding Ishares Inc msci em esg se

Empower Advisory Group
Morgan Stanley
Northern Trust
Wit
Tiaa Trust, National Association
Betterment
Envestnet Asset Management
FMR
Wealthfront Advisers
Jpmorgan Chase & Co
Creative Planning
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Goldman Sachs Group

View all funds holding Ishares Inc msci em esg se