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Ishares Tr etf msci usa shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy Advisors investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Atlas Legacy 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 45k 145.60
2025-06-30 $6.6M 49k 135.30
2025-03-31 $6.0M 48k 125.57
2024-12-31 $6.4M 50k 128.82

More positions owned by Atlas Legacy Advisors

Ishares Tr U.s. Tech Etf (IYW)
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Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

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