Ishares Tr esg usd corpt shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Ishares Tr esg usd corpt
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Quarterly reported holdings in Ishares Tr esg usd corpt by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 67k | 22.99 |
| 2023-12-31 | $1.3M | 56k | 23.27 |
| 2023-09-30 | $1.2M | 55k | 21.76 |
| 2023-06-30 | $1.1M | 49k | 22.74 |
| 2023-03-31 | $1.1M | 49k | 23.02 |
| 2022-12-31 | $826k | 37k | 22.30 |
| 2022-09-30 | $817k | 37k | 21.99 |
| 2022-06-30 | $849k | 37k | 23.16 |
| 2022-03-31 | $700k | 28k | 25.14 |
| 2021-12-31 | $865k | 32k | 27.30 |
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