Ishares Tr etf msci usa shares owned by Klingman & Associates
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 1.8k | 145.60 |
| 2025-06-30 | $247k | 1.8k | 135.30 |
| 2025-03-31 | $223k | 1.8k | 121.91 |
| 2024-12-31 | $235k | 1.8k | 128.82 |
| 2024-09-30 | $230k | 1.8k | 126.18 |
| 2024-06-30 | $218k | 1.8k | 119.32 |
| 2024-03-31 | $210k | 1.8k | 114.96 |