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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr etf msci usa held by Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 176 114.96
2023-12-31 $19k 176 104.92

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wells Fargo & Company
Banca d'Italia
Wealthfront Advisers
Sumitomo Mitsui Financial
Financial Gravity Wealth
Commonwealth Equity Services
Empower Advisory Group
Envestnet Portfolio Solutions
Citigroup
CWM
Partners Capital Investment Group

View all funds holding Ishares Tr etf msci usa