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Ishares Tr etf msci usa shares owned by Waldron

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

Historical chart of Waldron investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $315k 2.5k 126.18
2024-06-30 $298k 2.5k 119.32
2024-03-31 $299k 2.6k 115.00
2023-12-31 $259k 2.5k 104.95
2023-09-30 $249k 2.6k 93.94
2023-06-30 $264k 2.7k 97.49
2023-03-31 $506k 5.6k 90.46