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Ishares Tr etf msci usa shares owned by Mountain Capital Investment Advisors

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

Historical chart of Mountain Capital Investment 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 Mountain Capital Investment 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 Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $296k 2.8k 104.57
2023-09-30 $245k 2.5k 96.70
2023-06-30 $292k 2.9k 100.14
2023-03-31 $7.1M 79k 91.04
2022-12-31 $9.5M 110k 86.60
2022-09-30 $9.2M 113k 81.72
2022-06-30 $9.4M 108k 86.74
2022-03-31 $9.2M 94k 98.39
2021-12-31 $9.8M 92k 106.32
2021-09-30 $11M 107k 100.32
2021-06-30 $11M 106k 99.05
2021-03-31 $9.6M 102k 94.86
2020-12-31 $705k 8.2k 86.00
2020-09-30 $7.0M 88k 80.32
2020-06-30 $2.5M 35k 71.22
2020-03-31 $8.6M 137k 62.39