Ishares Tr etf msci usa shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr etf msci usa by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 64k | 145.60 |
| 2025-06-30 | $8.7M | 64k | 135.30 |
| 2025-03-31 | $7.1M | 58k | 121.91 |
| 2024-12-31 | $7.5M | 59k | 128.82 |
| 2024-09-30 | $7.7M | 61k | 126.18 |
| 2024-06-30 | $7.3M | 61k | 119.32 |
| 2024-03-31 | $7.1M | 62k | 114.96 |
| 2023-12-31 | $6.5M | 62k | 104.92 |
| 2023-09-30 | $5.8M | 62k | 93.91 |
| 2023-06-30 | $5.9M | 60k | 97.46 |
| 2023-03-31 | $4.4M | 48k | 90.45 |
| 2022-12-31 | $3.8M | 45k | 84.75 |
| 2022-09-30 | $3.4M | 43k | 79.42 |
| 2022-06-30 | $3.3M | 39k | 83.90 |
| 2022-03-31 | $1.7M | 17k | 101.34 |
| 2021-12-31 | $2.3M | 22k | 107.92 |
| 2021-09-30 | $1.1M | 11k | 98.49 |
| 2021-06-30 | $1.1M | 11k | 98.46 |
| 2021-03-31 | $940k | 10k | 90.83 |
| 2020-12-31 | $472k | 5.5k | 85.97 |
| 2020-09-30 | $368k | 4.8k | 76.19 |
| 2020-06-30 | $330k | 4.7k | 69.92 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management