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Ishares Tr sustnble msci shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree 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 Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 148 84.79
2024-06-30 $11k 148 75.07
2024-03-31 $13k 161 78.71
2023-12-31 $13k 161 81.06
2023-09-30 $12k 161 74.52
2023-06-30 $13k 161 79.06

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Tr sustnble msci

CWM
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Wealth Enhancement Advisory Services
Bank of America Corporation
Dynamic Advisors Solutions
Advisor Group Holdings
Citigroup
Royal Bank of Canada
Susquehanna International
Aspiriant
Axiom Advisory
Foster Dykema Cabot & Partners
LPL Financial
Citadel Advisors
Berkshire Bank

View all funds holding Ishares Tr sustnble msci