Ishares Tr etf msci usa shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 45k | 126.17 |
| 2024-06-30 | $5.3M | 44k | 119.33 |
| 2024-03-31 | $5.3M | 46k | 114.97 |
| 2023-12-31 | $5.0M | 48k | 104.93 |
| 2023-09-30 | $4.5M | 48k | 93.90 |
| 2023-06-30 | $4.7M | 48k | 97.46 |
| 2023-03-31 | $55k | 4.9M | 0.01 |
| 2022-12-31 | $4.6M | 54k | 84.75 |
| 2022-09-30 | $4.2M | 53k | 79.41 |
| 2022-06-30 | $3.9M | 46k | 83.89 |
| 2022-03-31 | $4.5M | 45k | 101.35 |
| 2021-12-31 | $4.2M | 39k | 107.89 |
| 2021-09-30 | $2.5M | 25k | 98.47 |
| 2021-06-30 | $1.9M | 19k | 98.48 |
| 2021-03-31 | $457k | 5.0k | 90.78 |