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Ishares Inc msci em esg se shares owned by Topel & Distasi Wealth Management

Quarter-by-quarter ownership of Ishares Inc msci em esg se (ESGE) shares owned by Topel & Distasi Wealth Management from 13F filings

Historical chart of Topel & Distasi Wealth Management 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 Topel & Distasi Wealth Management 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 Topel & Distasi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 6.8k 36.41
2024-06-30 $225k 6.7k 33.53
2024-03-31 $217k 6.7k 32.23

More positions owned by Topel & Distasi Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Topel & Distasi Wealth Management

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Tiaa Trust, National Association
Empower Advisory Group
Envestnet Asset Management
Betterment
Northern Trust
Wealthfront Advisers
Goldman Sachs Group
Jpmorgan Chase & Co
FMR
Creative Planning
Ellevest
UBS Group
Ameriprise Financial
Federation des caisses Desjardins du Quebec

View all funds holding Ishares Inc msci em esg se