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Ishares Tr etf msci usa shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 99 145.60
2025-06-30 $13k 99 135.30

More positions owned by Kathleen S. Wright Associates

Vanguard Index Fds &p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del L B New (BRK.B)
Vaneck Etf Trust Rngstr Wde Moat (MOAT)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Index Fds Rowth Etf (VUG)
Vanguard Index Fds Id Cap Etf (VO)
Wisdomtree Tr S Smallcap Fund (EES)
Vanguard Index Fds Otal Stk Mkt (VTI)
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)
American Express Om (AXP)
Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Ishares Tr Sci Usa Min Vol (USMV)
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)
Brookfield Corp L A Ltd Vt Sh (BN)
Ea Series Trust S Quan Value (QVAL)

View all positions for Kathleen S. Wright Associates

Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Acorns Advisers
Wealthfront Advisers
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
BlackRock
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Fiduciary Trust Company

View all funds holding Ishares Tr etf msci usa