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Ishares Tr esg msci le shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2023-09-30 $341k 4.4k 77.22
2023-06-30 $460k 5.8k 78.79
2023-03-31 $450k 6.0k 74.70

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Microsoft Corporation (MSFT)
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Capital Group Dividend Growe Shs Etf (CGDG)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group International SHS (CGIE)
TriCo Bancshares (TCBK)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Jpmorgan Chase & Co
Mercer Global Advisors
Royal Bank of Canada
Creative Planning
Wealth Enhancement Advisory Services
Hanson McClain Advisors
First Ascent Asset Management
Principal Financial Group
Wealthsource Partners
One Wealth Advisors
Ellevest
Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
W Advisors

View all funds holding Ishares Tr esg msci le