Lion Street Advisors »

Ishares Tr etf msci usa shares owned by Lion Street Advisors

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

Historical chart of Lion Street 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 Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr etf msci usa by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $504k 4.8k 105.41
2023-06-30 $525k 5.0k 105.41
2020-12-31 $421k 5.2k 81.21
2020-09-30 $315k 4.1k 76.74
2020-03-31 $56k 976 57.38

More positions owned by Lion Street Advisors

General Mills (GIS)
Darden Restaurants (DRI)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Lion Street 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
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