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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr etf msci usa held by Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 213k 104.92
2022-12-31 $45M 535k 84.75
2022-09-30 $47M 587k 79.41

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wells Fargo & Company
Banca d'Italia
Envestnet Portfolio Solutions
Wealthfront Advisers
Advisor Group Holdings
Sumitomo Mitsui Financial
Commonwealth Equity Services
Financial Gravity Wealth
Empower Advisory Group
Mirae Asset Global Investments

View all funds holding Ishares Tr etf msci usa