Ishares Tr etf msci usa shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 176 | 145.60 |
| 2025-06-30 | $24k | 176 | 135.30 |
| 2025-03-31 | $22k | 176 | 121.91 |
| 2024-12-31 | $23k | 176 | 128.82 |
| 2024-09-30 | $22k | 176 | 126.18 |
| 2024-06-30 | $21k | 176 | 119.32 |
| 2024-03-31 | $20k | 176 | 114.96 |
| 2023-12-31 | $19k | 176 | 104.92 |