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Ishares Tr sustnble msci shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 161 78.71
2023-12-31 $13k 161 81.06
2023-09-30 $12k 161 74.52
2023-06-30 $13k 161 79.06

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Tr sustnble msci

CWM
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Financial Gravity Wealth
Bank of America Corporation
Dynamic Advisors Solutions
Citigroup
Royal Bank of Canada
Advisor Group Holdings
Susquehanna International
Citadel Advisors
Bank Of Montreal
Hsbc Holdings
Commonwealth Equity Services

View all funds holding Ishares Tr sustnble msci