Ishares Tr etf msci usa shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in Ishares Tr etf msci usa
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Quarterly reported holdings in Ishares Tr etf msci usa by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.4M | 47k | 114.96 |
| 2023-12-31 | $4.9M | 47k | 104.92 |
| 2023-09-30 | $4.4M | 47k | 93.91 |
| 2023-06-30 | $4.6M | 47k | 97.46 |
| 2023-03-31 | $4.3M | 47k | 90.45 |
| 2022-12-31 | $5.8M | 69k | 84.75 |
| 2022-09-30 | $12M | 151k | 79.41 |
| 2022-06-30 | $12M | 148k | 83.90 |
| 2022-03-31 | $6.4M | 64k | 101.35 |
| 2021-12-31 | $7.2M | 67k | 107.89 |
| 2021-09-30 | $6.6M | 67k | 98.46 |
| 2021-06-30 | $6.5M | 66k | 98.47 |
| 2021-03-31 | $6.0M | 66k | 90.87 |
| 2020-12-31 | $5.7M | 66k | 86.04 |