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Ishares Tr etf msci usa shares owned by Francis Financial

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

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

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $277k 1.7k 163.67

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust International (DFSI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Index Fds Growth Etf (VUG)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Meta Platforms Cl A (META)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Esg Msci Kld Etf (DSI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)

View all positions for Francis Financial

Top funds holding Ishares Tr etf msci usa

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

View all funds holding Ishares Tr etf msci usa