Ishares Tr sustnble msci shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 5.8k | 83.20 |
| 2025-06-30 | $445k | 5.9k | 75.86 |
| 2025-03-31 | $371k | 5.1k | 72.39 |
| 2024-12-31 | $360k | 5.0k | 71.56 |
| 2024-09-30 | $427k | 5.0k | 84.79 |
| 2024-06-30 | $414k | 5.5k | 75.07 |
| 2024-03-31 | $341k | 4.3k | 78.71 |
| 2023-12-31 | $570k | 7.0k | 81.05 |
| 2023-09-30 | $572k | 7.7k | 74.52 |
| 2023-06-30 | $476k | 6.0k | 79.05 |
| 2023-03-31 | $475k | 6.0k | 79.19 |
| 2022-12-31 | $471k | 6.0k | 78.91 |
| 2022-09-30 | $445k | 6.3k | 70.85 |
| 2021-12-31 | $642k | 7.1k | 90.74 |
| 2021-09-30 | $649k | 6.8k | 95.99 |
| 2021-06-30 | $672k | 6.8k | 99.39 |
| 2021-03-31 | $416k | 4.4k | 94.89 |
| 2020-12-31 | $312k | 3.3k | 93.33 |