AE Wealth Management »

Ishares Tr sustnble msci shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr sustnble msci by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $130k 1.6k 83.20
2025-06-30 $31k 408 75.86
2025-03-31 $29k 401 72.39
2024-12-31 $27k 380 71.56

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Ishares Tr sustnble msci

CWM
Flow Traders US
Royal Bank of Canada
UBS Group
Jane Street
LPL Financial
Dynamic Advisors Solutions
Wealth Enhancement Advisory Services
Foster Dykema Cabot & Partners
Harel Insurance Investments & Financial Services
Morgan Stanley
Money Design
Berkshire Bank
Colony
Advisor Group Holdings

View all funds holding Ishares Tr sustnble msci