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Ishares Tr etf msci usa shares owned by Shotwell Rutter Baer

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Shotwell Rutter Baer from 13F filings

Historical chart of Shotwell Rutter Baer investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Shotwell Rutter Baer 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 Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-09-30 $819k 6.5k 125.90
2024-06-30 $805k 6.6k 121.92
2024-03-31 $847k 7.4k 114.20
2023-12-31 $837k 8.0k 105.04

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
BlackRock
Envestnet Asset Management
Wells Fargo & Company
Wealthfront Advisers
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Empower Advisory Group
Bnp Paribas Arbitrage, Snc
Partners Capital Investment Group
Citigroup
Royal Bank of Canada

View all funds holding Ishares Tr etf msci usa