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Ishares Tr etf msci usa shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong 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 Lifelong 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 20k 145.60
2025-06-30 $2.7M 20k 135.30
2025-03-31 $2.5M 20k 121.91
2024-12-31 $2.5M 19k 128.82

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

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
Wells Fargo & Company
BlackRock
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Fiduciary Trust Company
Royal Bank of Canada

View all funds holding Ishares Tr etf msci usa