Oak Barrel Wealth Advisory »

Ishares Tr etf msci usa shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 12k 148.98

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Northern Trust
TIAA Wealth Investment Management
Goldman Sachs Group
Betterment
Wealthfront Advisers
Acorns Advisers
BlackRock
Envestnet Asset Management
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group

View all funds holding Ishares Tr etf msci usa