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Ishares Tr sustnble msci shares owned by Colony

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

Historical chart of Colony investment in Ishares Tr sustnble msci

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

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Quarterly reported holdings in Ishares Tr sustnble msci by Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 13k 83.20
2025-06-30 $990k 13k 75.86
2025-03-31 $528k 7.3k 72.39

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Select Sector Spdr Tr Technology (XLK)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

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