Ishares Tr etf msci usa shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers 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 ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr etf msci usa by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 12k | 145.60 |
| 2025-06-30 | $1.6M | 12k | 135.30 |
| 2025-03-31 | $1.5M | 12k | 121.91 |
| 2024-12-31 | $1.6M | 12k | 128.82 |
| 2024-09-30 | $1.5M | 12k | 126.18 |
| 2024-06-30 | $1.5M | 12k | 119.32 |
| 2024-03-31 | $989k | 8.6k | 114.96 |
| 2023-12-31 | $909k | 8.7k | 104.92 |
| 2023-09-30 | $769k | 8.2k | 93.91 |
| 2023-06-30 | $798k | 8.2k | 97.46 |
| 2023-03-31 | $740k | 8.2k | 90.45 |
| 2022-12-31 | $702k | 8.3k | 84.75 |
| 2022-09-30 | $730k | 9.2k | 79.42 |
| 2022-06-30 | $758k | 9.0k | 83.89 |
| 2022-03-31 | $923k | 9.1k | 101.32 |
| 2021-12-31 | $1.0M | 9.3k | 107.95 |
| 2021-09-30 | $948k | 9.6k | 98.41 |
| 2021-06-30 | $776k | 7.9k | 98.41 |
| 2021-03-31 | $569k | 6.3k | 90.94 |
| 2020-12-31 | $527k | 6.1k | 86.07 |
| 2020-09-30 | $421k | 5.5k | 76.30 |