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Ishares Tr etf msci usa shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 1.7k 148.98

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Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Wealthfront Advisers
Acorns Advisers
BlackRock
Wells Fargo & Company
Envestnet Asset Management
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