Ishares Tr sustnble msci shares owned by Whelan Financial
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Ishares Tr sustnble msci
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr sustnble msci held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr sustnble msci by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $563k | 7.2k | 78.71 |
| 2023-12-31 | $622k | 7.7k | 81.05 |
| 2023-09-30 | $650k | 8.7k | 74.52 |
| 2023-06-30 | $770k | 9.7k | 79.05 |
| 2023-03-31 | $771k | 9.7k | 79.19 |
| 2022-12-31 | $909k | 12k | 78.91 |
| 2022-09-30 | $348k | 4.9k | 70.90 |