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Ishares Tr etf msci usa shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 271 141.35

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Northern Trust
TIAA Wealth Investment Management
Goldman Sachs Group
Betterment
Wealthfront Advisers
Acorns Advisers
BlackRock
Envestnet Asset Management
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Empower Advisory Group

View all funds holding Ishares Tr etf msci usa