Ishares Tr etf msci usa shares owned by Wealth Alliance
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.2k | 145.59 |
| 2025-06-30 | $1.2M | 8.6k | 135.30 |
| 2025-03-31 | $1.1M | 8.6k | 121.90 |
| 2024-12-31 | $2.2M | 17k | 128.82 |
| 2024-09-30 | $2.1M | 17k | 126.18 |
| 2024-06-30 | $2.0M | 17k | 119.32 |
| 2024-03-31 | $3.1M | 27k | 114.96 |
| 2023-12-31 | $8.9M | 85k | 104.92 |
| 2023-09-30 | $8.1M | 87k | 93.91 |
| 2023-06-30 | $11M | 109k | 97.46 |
| 2023-03-31 | $11M | 119k | 90.45 |
| 2022-12-31 | $20M | 237k | 84.75 |
| 2022-09-30 | $21M | 261k | 79.41 |
| 2022-06-30 | $19M | 229k | 83.90 |
| 2022-03-31 | $22M | 215k | 101.35 |
| 2021-12-31 | $19M | 175k | 107.90 |
| 2021-09-30 | $15M | 147k | 98.46 |
| 2021-06-30 | $9.2M | 94k | 98.47 |
| 2021-03-31 | $4.5M | 49k | 90.87 |
| 2020-12-31 | $2.2M | 26k | 86.04 |
| 2020-09-30 | $566k | 7.4k | 76.27 |