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Ishares Tr etf msci usa shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth 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 Amplius Wealth Advisors 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 2.0k 114.96
2023-12-31 $206k 2.0k 104.92
2021-12-31 $126k 1.2k 107.69

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wells Fargo & Company
Banca d'Italia
Envestnet Portfolio Solutions
Wealthfront Advisers
Advisor Group Holdings
Sumitomo Mitsui Financial
Financial Gravity Wealth
Commonwealth Equity Services
Empower Advisory Group
CWM

View all funds holding Ishares Tr etf msci usa