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Ishares Tr etf msci usa shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial Management 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $284k 2.0k 141.42
2025-12-31 $300k 2.0k 148.98
2025-09-30 $255k 1.8k 145.60
2024-12-31 $324k 2.5k 128.82

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Northern Trust
TIAA Wealth Investment Management
Goldman Sachs Group
Betterment
Wealthfront Advisers
Acorns Advisers
BlackRock
Envestnet Asset Management
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group

View all funds holding Ishares Tr etf msci usa