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Ishares Tr etf msci usa shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 1.9k 148.98
2024-12-31 $208k 1.6k 128.82
2024-09-30 $204k 1.6k 126.18

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Fermata Advisors

Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Acorns Advisers
Wealthfront Advisers
Envestnet Asset Management
Wells Fargo & Company
BlackRock
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Fiduciary Trust Company
Royal Bank of Canada

View all funds holding Ishares Tr etf msci usa