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Ishares Tr etf msci usa shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 32k 145.60
2025-06-30 $3.8M 28k 135.30
2024-12-31 $3.3M 26k 128.82

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

Top funds holding Ishares Tr etf msci usa

Jpmorgan Chase & Co
Tiaa Trust, National Association
Northern Trust
Goldman Sachs Group
Betterment
Acorns Advisers
Wealthfront Advisers
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
BlackRock
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group
Fiduciary Trust Company

View all funds holding Ishares Tr etf msci usa