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Ishares Tr etf msci usa shares owned by Watermark Asset Management

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

Historical chart of Watermark Asset Management 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 Watermark Asset Management 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $130k 2.4k 54.95
2018-09-30 $45k 700 64.29

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Tiaa Trust, National Association
BlackRock
Goldman Sachs Group
Northern Trust
Morgan Stanley
Betterment
Wells Fargo & Company
Banca d'Italia
LPL Financial
Wealthfront Advisers
Sumitomo Mitsui Financial
Financial Gravity Wealth

View all funds holding Ishares Tr etf msci usa