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Ishares Tr etf msci usa shares owned by Balance Wealth

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

Historical chart of Balance Wealth investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 27k 145.60
2025-06-30 $3.2M 24k 135.30
2025-03-31 $2.9M 24k 121.91

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

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