Ishares Tr etf msci usa shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 17k | 145.60 |
| 2025-06-30 | $2.3M | 17k | 135.30 |
| 2025-03-31 | $2.2M | 18k | 121.91 |
| 2024-12-31 | $7.4M | 58k | 128.82 |
| 2024-09-30 | $7.8M | 62k | 126.18 |
| 2024-03-31 | $14M | 120k | 114.96 |
| 2023-12-31 | $22M | 213k | 104.92 |
| 2022-12-31 | $45M | 535k | 84.75 |
| 2022-09-30 | $47M | 587k | 79.41 |