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Ishares Tr etf msci usa shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth Management 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 Certus Wealth Management 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 32k 112.40
2023-12-31 $3.8M 36k 104.92
2023-09-30 $3.3M 35k 93.91

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Certus Wealth Management

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Tiaa Trust, National Association
BlackRock
Goldman Sachs Group
Northern Trust
Morgan Stanley
Betterment
Wells Fargo & Company
Banca d'Italia
LPL Financial
Wealthfront Advisers
Sumitomo Mitsui Financial
Financial Gravity Wealth

View all funds holding Ishares Tr etf msci usa