Ishares Tr etf msci usa shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $840k | 6.7k | 126.18 |
| 2024-06-30 | $822k | 6.8k | 121.06 |
| 2024-03-31 | $453k | 4.1k | 110.28 |
| 2023-12-31 | $692k | 6.6k | 105.01 |
| 2023-09-30 | $650k | 6.9k | 93.91 |
| 2023-06-30 | $967k | 9.9k | 97.52 |
| 2023-03-31 | $954k | 11k | 90.61 |
| 2022-12-31 | $1.9M | 22k | 84.75 |
| 2022-09-30 | $2.0M | 24k | 81.63 |
| 2022-06-30 | $1.9M | 22k | 84.51 |
| 2022-03-31 | $2.0M | 19k | 101.58 |
| 2021-12-31 | $2.0M | 19k | 107.66 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors