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Ishares Tr etf msci usa shares owned by Aureum Wealth Management

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

Historical chart of Aureum 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 Aureum 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 Aureum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 2.1k 148.98

More positions owned by Aureum Wealth Management

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core High Dv Etf (HDV)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Henderson Securi (JSI)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPIB)

View all positions for Aureum Wealth Management

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
Wells Fargo & Company
BlackRock
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Fiduciary Trust Company
Royal Bank of Canada

View all funds holding Ishares Tr etf msci usa