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Ishares Inc msci em esg se shares owned by Values Added Financial

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 4.7k 43.42
2025-03-31 $449k 13k 34.95
2024-12-31 $215k 6.4k 33.39

More positions owned by Values Added Financial

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Values Added 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