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Ishares Tr etf msci usa shares owned by Asset One Wealth Management

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

Historical chart of Asset One 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 Asset One 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 Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 1.4k 165.80

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Sprott Etf Trust Gold Miners Etf (SGDM)
Sprott Asset Management Physical Silver (PSLV)
Sprott Asset Management Physical Gold Tr (PHYS)
Advanced Micro Devices (AMD)

View all positions for Asset One Wealth Management

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