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Ishares Tr etf msci usa shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Ishares Tr etf msci usa

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr etf msci usa held by Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 42k 114.96
2023-12-31 $4.3M 41k 104.92
2023-09-30 $3.9M 42k 93.91
2023-06-30 $4.1M 43k 97.46
2023-03-31 $3.8M 43k 90.45

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View all positions for Valeo Financial Advisors

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Goldman Sachs Group
Betterment
Wells Fargo & Company
Banca d'Italia
Envestnet Portfolio Solutions
Wealthfront Advisers
Advisor Group Holdings
Sumitomo Mitsui Financial
Commonwealth Equity Services
Financial Gravity Wealth
Empower Advisory Group
Mirae Asset Global Investments

View all funds holding Ishares Tr etf msci usa