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Ishares Tr etf msci usa shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 1.8k 126.18
2024-06-30 $207k 1.7k 119.32

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
BlackRock
Goldman Sachs Group
BlackRock
Morgan Stanley
Envestnet Asset Management
Acorns Advisers
Wells Fargo & Company
Wealthfront Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services

View all funds holding Ishares Tr etf msci usa