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Ishares Tr etf msci usa shares owned by Martel Wealth Advisors

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

Historical chart of Martel 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 Martel 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 Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $340k 2.1k 163.67

More positions owned by Martel Wealth Advisors

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Martel Wealth Advisors

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
TIAA Wealth Investment Management
Betterment
Goldman Sachs Group
Wealthfront Advisers
Acorns Advisers
BlackRock
Envestnet Asset Management
Morgan Stanley
Tiaa-cref Individual & Institutional Services
LPL Financial
Wells Fargo & Company
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr etf msci usa