Ishares Tr esg msci le shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Ishares Tr esg msci le
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg msci le held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr esg msci le by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 12k | 93.85 |
| 2023-12-31 | $990k | 12k | 84.38 |
| 2023-09-30 | $944k | 13k | 75.41 |
| 2023-06-30 | $988k | 13k | 77.42 |
| 2023-03-31 | $836k | 12k | 71.26 |
| 2022-12-31 | $892k | 14k | 66.31 |
| 2022-09-30 | $595k | 9.6k | 61.72 |