Milestone Asset Management Group »

Ishares Tr etf msci usa shares owned by Milestone Asset Management Group

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Milestone Asset Management Group from 13F filings

Historical chart of Milestone Asset Management Group 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 Milestone Asset Management Group 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 Milestone Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 8.7k 148.98
2025-09-30 $1.3M 8.8k 145.60
2025-06-30 $1.2M 8.8k 135.30
2025-03-31 $1.2M 9.9k 121.91
2024-12-31 $1.3M 9.8k 128.81

More positions owned by Milestone Asset Management Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Galaxy Digital Cl A (GLXY)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SPYV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Milestone Asset Management Group

Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Wealthfront Advisers
Acorns Advisers
BlackRock
Wells Fargo & Company
Envestnet Asset Management
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