Ishares Tr etf msci usa shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.2M | 34k | 93.91 |
| 2023-06-30 | $4.2M | 43k | 97.46 |
| 2023-03-31 | $3.8M | 43k | 90.45 |
| 2022-12-31 | $6.7M | 79k | 84.75 |
| 2022-09-30 | $7.7M | 98k | 79.42 |
| 2022-06-30 | $7.5M | 89k | 83.90 |
| 2022-03-31 | $9.2M | 91k | 101.35 |
| 2021-12-31 | $8.7M | 80k | 107.89 |
| 2021-09-30 | $7.8M | 80k | 98.46 |
| 2021-06-30 | $6.0M | 61k | 98.47 |
| 2021-03-31 | $5.6M | 62k | 90.87 |
| 2020-12-31 | $5.4M | 62k | 86.03 |
| 2020-09-30 | $3.3M | 44k | 76.21 |
| 2020-06-30 | $3.0M | 42k | 69.98 |
| 2020-03-31 | $1.1M | 19k | 57.46 |
| 2019-12-31 | $708k | 9.9k | 71.79 |
More positions owned by Mount Yale Investment Advisors
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