Ishares Tr etf msci usa shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $830k | 7.2k | 114.96 |
| 2023-12-31 | $777k | 7.4k | 104.92 |
| 2022-12-31 | $2.8M | 33k | 84.75 |
| 2022-09-30 | $1.3M | 17k | 79.44 |
| 2022-06-30 | $1.5M | 18k | 83.90 |
| 2022-03-31 | $1.9M | 19k | 101.34 |
| 2021-09-30 | $2.5M | 25k | 98.47 |
| 2021-06-30 | $3.2M | 32k | 98.45 |
| 2021-03-31 | $4.4M | 48k | 90.86 |
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