Wealthquest »

Ishares Tr etf msci usa shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr etf msci usa by Wealthquest

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.3k 163.67

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
SPDR S&P 1500 Etf (SPTM)
Vanguard Small Cap ETF Etf (VB)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Financial Group Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA International Core Equity ETF Etf (DFAI)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
JPMorgan Limited Duration Bond Etf (JPLD)
Procter & Gamble Stock (PG)

View all positions for Wealthquest

Top funds holding Ishares Tr etf msci usa

Bank of America Corporation
Northern Trust
TIAA Wealth Investment Management
Goldman Sachs Group
Betterment
Acorns Advisers
Wealthfront Advisers
BlackRock
Envestnet Asset Management
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Fiduciary Trust Company

View all funds holding Ishares Tr etf msci usa