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Ishares Tr etf msci usa shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth Advisors investment in Ishares Tr etf msci usa

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

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.7M 28k 97.46
2023-03-31 $2.5M 28k 90.45
2022-12-31 $2.4M 28k 84.75
2022-09-30 $2.2M 28k 79.41

More positions owned by Intercontinental Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Ark Etf Tr Innovation Etf (ARKK)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)
Ishares Msci Jpn Etf New (EWJ)
Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth Advisors

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
BlackRock
Envestnet Asset Management
Acorns Advisers
Wells Fargo & Company
Wealthfront Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Empower Advisory Group

View all funds holding Ishares Tr etf msci usa