Ishares Tr etf msci usa shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Ishares Tr etf msci usa (ESGU) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.0M | 25k | 119.32 |
| 2024-03-31 | $3.0M | 26k | 114.96 |
| 2023-12-31 | $3.5M | 34k | 104.92 |
| 2023-09-30 | $3.9M | 42k | 93.91 |
| 2023-06-30 | $4.7M | 48k | 97.46 |
| 2023-03-31 | $4.5M | 50k | 90.45 |