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Ishares Tr sustnble msci shares owned by Aspiriant

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

Historical chart of Aspiriant investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr sustnble msci by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 23k 78.71
2023-12-31 $2.9M 35k 81.05
2022-12-31 $803k 10k 78.91
2022-09-30 $686k 9.7k 70.79
2021-12-31 $370k 4.1k 90.86

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

Top funds holding Ishares Tr sustnble msci

CWM
Jane Street
Mission Wealth Management
Wealth Enhancement Advisory Services
Financial Gravity Wealth
Bank of America Corporation
Dynamic Advisors Solutions
Commonwealth Equity Services
Royal Bank of Canada
Citigroup
Advisor Group Holdings
Citadel Advisors
Bank Of Montreal
Hsbc Holdings
Aspiriant

View all funds holding Ishares Tr sustnble msci