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Ishares Tr etf msci usa shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Ishares Tr etf msci usa

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 20242M2.5M3M3.5M24k26k28k30k
Value ($)Share countHistorical ESGU position of Integris Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr etf msci usa held by Integris Wealth Management 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 Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 27k 126.18
2024-06-30 $3.2M 27k 119.32
2024-03-31 $3.5M 31k 114.96
2023-12-31 $3.2M 31k 104.92
2023-09-30 $2.9M 30k 93.91
2023-06-30 $2.5M 26k 97.46
2023-03-31 $2.2M 24k 90.45
2022-12-31 $2.1M 25k 84.75