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Ishares Tr esg usd corpt shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 11k 22.99
2023-12-31 $229k 9.8k 23.27
2023-09-30 $203k 9.3k 21.76

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Ishares Tr esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
Babson Capital Management
CWM
Fisher Investments
Creative Planning
Betterment
Park Avenue Securities
Royal Bank of Canada
UBS Group
Bank of New York Mellon
Wells Fargo & Company
One Wealth Advisors
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt