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Ishares Tr etf msci usa shares owned by Farrell Financial

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

Historical chart of Farrell Financial investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Farrell Financial 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 Farrell Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $687k 5.8k 119.32
2024-03-31 $662k 5.8k 114.96
2023-12-31 $535k 5.7k 94.11

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Vanguard Index Fds Large Cap Etf (VV)
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Vanguard World Esg Us Stk Etf (ESGV)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Microsoft Corporation (MSFT)
Loews Corporation (L)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Farrell Financial

Top funds holding Ishares Tr etf msci usa

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

View all funds holding Ishares Tr etf msci usa