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Ishares Inc msci em esg se shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group investment in Ishares Inc msci em esg se

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All positions including Ishares Inc msci em esg se held by Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 44k 30.28
2023-06-30 $1.3M 42k 31.63
2023-03-31 $1.2M 40k 31.48
2022-12-31 $1.1M 37k 30.07
2022-09-30 $1.0M 37k 27.67
2022-06-30 $200k 6.2k 32.24

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Ishares Inc msci em esg se

Bank of America Corporation
Empower Advisory Group
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wealthfront Advisers
Creative Planning
Jpmorgan Chase & Co
UBS Group
Jane Street
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Ellevest
M^T Bank Corporation

View all funds holding Ishares Inc msci em esg se