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Ishares Tr etf msci usa shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in Ishares Tr etf msci usa

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

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Quarterly reported holdings in Ishares Tr etf msci usa by AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.3M 13k 98.50
2021-03-31 $1.1M 13k 90.88
2020-12-31 $1.1M 13k 86.01
2020-09-30 $1.7M 23k 76.20

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Acorns Advisers
Wealthfront Advisers
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
BlackRock
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Fiduciary Trust Company

View all funds holding Ishares Tr etf msci usa