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Ishares Tr etf msci usa shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in Ishares Tr etf msci usa

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All positions including Ishares Tr etf msci usa held by Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $328k 2.6k 126.18
2024-06-30 $310k 2.6k 119.32
2024-03-31 $299k 2.6k 114.96
2023-12-31 $273k 2.6k 104.92
2023-09-30 $277k 3.0k 93.91
2023-06-30 $288k 3.0k 97.46
2023-03-31 $267k 3.0k 90.45
2022-12-31 $250k 3.0k 84.75