Ishares Tr etf msci usa shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 19k | 145.60 |
| 2025-06-30 | $2.6M | 19k | 135.30 |
| 2025-03-31 | $2.4M | 20k | 121.91 |
| 2024-12-31 | $2.0M | 15k | 128.82 |
| 2024-09-30 | $1.9M | 15k | 126.18 |
| 2024-06-30 | $1.8M | 15k | 119.32 |
| 2024-03-31 | $698k | 6.1k | 114.96 |
| 2023-06-30 | $560k | 5.8k | 97.46 |
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