Addison Advisors »

Ishares Tr etf msci usa shares owned by Addison Advisors

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Ishares Tr etf msci usa

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr etf msci usa held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr etf msci usa by Addison Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 436 163.70
2026-03-31 $59k 414 141.45
2025-12-31 $62k 414 149.01
2025-09-30 $60k 414 145.63

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Addison Advisors

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
TIAA Wealth Investment Management
Betterment
Goldman Sachs Group
Wealthfront Advisers
Acorns Advisers
BlackRock
Envestnet Asset Management
Morgan Stanley
Tiaa-cref Individual & Institutional Services
LPL Financial
Wells Fargo & Company
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr etf msci usa