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Ishares Tr etf msci usa shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 9.9k 148.98
2025-09-30 $709k 4.9k 145.60
2025-06-30 $218k 1.6k 135.30
2024-12-31 $207k 1.6k 128.82

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Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Wealthfront Advisers
Acorns Advisers
BlackRock
Wells Fargo & Company
Envestnet Asset Management
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