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Pgx etf shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $215k 19k 11.55
2024-03-31 $278k 23k 11.88

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Pgx etf

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
Royal Bank of Canada
Hanson McClain Advisors
Spectrum Asset Management
Bessemer
Advisor Group Holdings
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Huntington National Bank
ACT Advisors
Checchi Capital Advisers
Commonwealth Equity Services

View all funds holding Pgx etf