Ishares Tr sustnble msci shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7k | 32 | 83.19 |
| 2025-06-30 | $2.4k | 32 | 75.88 |
| 2025-03-31 | $11k | 156 | 72.39 |
| 2024-12-31 | $37k | 521 | 71.56 |
| 2024-09-30 | $50k | 595 | 84.79 |
| 2024-06-30 | $64k | 850 | 75.07 |
| 2024-03-31 | $220k | 2.8k | 78.71 |
| 2023-12-31 | $111k | 1.4k | 81.05 |
| 2023-09-30 | $369k | 5.0k | 74.52 |
| 2023-06-30 | $613k | 7.8k | 79.05 |
| 2023-03-31 | $389k | 4.9k | 79.19 |
| 2022-12-31 | $524k | 6.6k | 78.91 |
| 2022-09-30 | $325k | 4.6k | 70.78 |
| 2022-06-30 | $107k | 1.3k | 79.73 |
| 2022-03-31 | $60k | 700 | 85.71 |
| 2021-12-31 | $64k | 700 | 91.43 |
| 2021-09-30 | $67k | 700 | 95.71 |
| 2021-06-30 | $70k | 700 | 100.00 |
| 2021-03-31 | $66k | 700 | 94.29 |
| 2020-12-31 | $65k | 700 | 92.86 |