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Investment Managers Ser Tr I shares owned by IMPACTfolio

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by IMPACTfolio from 13F filings

Historical chart of IMPACTfolio investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by IMPACTfolio consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by IMPACTfolio

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 480k 33.22
2023-09-30 $15M 514k 29.60
2023-06-30 $1.3M 42k 31.27
2023-03-31 $994k 34k 28.87

More positions owned by IMPACTfolio

Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard World Esg Us Stk Etf (ESGV)
Investment Managers Ser Tr I Axs Change Finan (CHGX)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Esg Awre Usd Etf (SUSC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Vaneck Etf Trust Vaneck Shrt Muni (SMB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
FedEx Corporation (FDX)

View all positions for IMPACTfolio

Top funds holding Investment Managers Ser Tr I

IMPACTfolio
PFG Investments
WCG Wealth Advisors
Raymond James Financial Services Advisors
Colorado Capital Management
Commonwealth Equity Services
Private Advisor
Cambridge Investment Research Advisors
Advisor Group Holdings
Arjuna Capital
HighTower Advisors
Etfidea
Gts Securities
Citadel Advisors
Proequities

View all funds holding Investment Managers Ser Tr I