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Ishares Tr etf msci usa shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 191k 104.92
2023-09-30 $21M 222k 94.29
2023-06-30 $30M 304k 97.46
2023-03-31 $29M 324k 90.45
2022-12-31 $56M 664k 84.75
2022-09-30 $69M 868k 79.41
2022-06-30 $73M 873k 83.89
2022-03-31 $93M 922k 101.35