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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr sustnble msci held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr sustnble msci by Concord Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |