Ishares Tr etf msci usa shares owned by Beacon Financial
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 15k | 145.60 |
| 2025-06-30 | $2.1M | 15k | 135.30 |
| 2025-03-31 | $1.9M | 15k | 121.91 |
| 2024-12-31 | $2.0M | 16k | 128.82 |
| 2024-09-30 | $1.9M | 16k | 126.18 |
| 2024-06-30 | $1.8M | 16k | 119.32 |
| 2024-03-31 | $1.8M | 16k | 114.96 |
| 2023-12-31 | $1.8M | 17k | 104.92 |
| 2023-09-30 | $340k | 7.3k | 46.64 |
| 2023-06-30 | $843k | 8.8k | 96.31 |
| 2023-03-31 | $796k | 8.8k | 90.17 |
| 2022-12-31 | $761k | 9.0k | 84.73 |
| 2022-09-30 | $853k | 11k | 80.57 |
| 2022-06-30 | $1.1M | 13k | 86.07 |
| 2022-03-31 | $1.1M | 10k | 102.64 |
| 2021-12-31 | $1.1M | 10k | 108.45 |
| 2021-09-30 | $945k | 9.5k | 99.52 |
| 2021-06-30 | $941k | 9.5k | 99.09 |
| 2021-03-31 | $845k | 9.6k | 87.74 |
| 2020-12-31 | $845k | 9.6k | 87.74 |