Ishares Tr etf msci usa shares owned by Theory Financial
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $808k | 5.5k | 146.82 |
| 2025-06-30 | $424k | 3.1k | 138.24 |
| 2025-03-31 | $373k | 3.1k | 121.91 |
| 2024-12-31 | $651k | 5.1k | 128.82 |
| 2024-09-30 | $479k | 3.8k | 124.61 |
| 2024-06-30 | $408k | 3.4k | 119.32 |
| 2024-03-31 | $557k | 4.8k | 114.96 |
| 2023-12-31 | $590k | 5.6k | 104.92 |
| 2023-09-30 | $491k | 5.2k | 93.91 |