Ishares Tr etf msci usa shares owned by Bogart Wealth
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 14k | 145.60 |
| 2025-06-30 | $2.0M | 15k | 135.30 |
| 2025-03-31 | $1.7M | 14k | 121.91 |
| 2024-12-31 | $1.8M | 14k | 128.82 |
| 2024-09-30 | $1.5M | 12k | 126.18 |
| 2024-06-30 | $4.6M | 39k | 119.32 |
| 2024-03-31 | $3.9M | 34k | 114.96 |
| 2023-12-31 | $3.4M | 33k | 104.92 |
| 2023-09-30 | $2.8M | 30k | 93.91 |
| 2023-06-30 | $2.6M | 26k | 97.46 |
| 2023-03-31 | $2.3M | 25k | 90.45 |
| 2022-12-31 | $2.0M | 23k | 84.75 |
| 2022-09-30 | $1.7M | 22k | 79.43 |
| 2022-06-30 | $1.7M | 21k | 83.90 |
| 2022-03-31 | $2.0M | 20k | 101.34 |
| 2021-12-31 | $2.1M | 19k | 107.89 |
| 2021-09-30 | $1.2M | 12k | 98.48 |
| 2021-06-30 | $1.1M | 11k | 98.45 |
| 2021-03-31 | $97k | 1.1k | 90.49 |