Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Ishares Tr etf msci usa shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 2.0k 126.18
2024-06-30 $233k 2.0k 119.33
2024-03-31 $224k 1.9k 114.98

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Visa Com Cl A (V)
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Applovin Corp Com Cl A (APP)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Envestnet Asset Management
Morgan Stanley
Acorns Advisers
Wells Fargo & Company
BlackRock
LPL Financial
Bnp Paribas Arbitrage, Snc
Northwestern Mutual Wealth Management Company
Empower Advisory Group

View all funds holding Ishares Tr etf msci usa