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Ishares Tr esg usd corpt shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $969k 42k 22.99
2023-12-31 $653k 28k 23.27

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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