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Ishares Tr etf msci usa shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 8.6k 126.71
2024-06-30 $1.0M 8.6k 119.32
2024-03-31 $997k 8.7k 114.68

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Eaton Corp SHS (ETN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Trane Technologies SHS (TT)
Alphabet Cap Stk Cl A (GOOGL)
Motorola Solutions Com New (MSI)
Home Depot (HD)
Ishares Tr U.s. Tech Etf (IYW)
Visa Com Cl A (V)

View all positions for Maxwell Wealth Strategies

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
BlackRock
Goldman Sachs Group
BlackRock
Morgan Stanley
Envestnet Asset Management
Acorns Advisers
Wells Fargo & Company
Wealthfront Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services

View all funds holding Ishares Tr etf msci usa