Ishares Tr etf msci usa shares owned by Planning Alternatives
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 33k | 145.60 |
| 2025-06-30 | $4.3M | 32k | 135.30 |
| 2025-03-31 | $3.8M | 31k | 121.91 |
| 2024-12-31 | $3.8M | 30k | 128.82 |
| 2024-09-30 | $3.6M | 28k | 126.18 |
| 2024-06-30 | $3.2M | 27k | 119.32 |
| 2024-03-31 | $3.0M | 26k | 114.96 |
| 2023-12-31 | $2.7M | 26k | 104.92 |
| 2023-09-30 | $2.6M | 27k | 93.91 |
| 2023-06-30 | $2.5M | 26k | 97.46 |
| 2023-03-31 | $2.3M | 26k | 90.45 |
| 2022-12-31 | $2.2M | 26k | 84.75 |
| 2022-09-30 | $2.2M | 28k | 79.40 |
| 2022-06-30 | $1.7M | 20k | 83.89 |
| 2022-03-31 | $1.5M | 15k | 101.36 |
| 2021-12-31 | $1.5M | 14k | 107.91 |
| 2021-09-30 | $1.0M | 10k | 98.43 |
| 2021-06-30 | $1.0M | 10k | 98.46 |
| 2021-03-31 | $371k | 4.1k | 90.89 |
| 2020-12-31 | $353k | 4.1k | 85.93 |
| 2020-09-30 | $313k | 4.1k | 76.19 |