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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr sustnble msci held by Creative Planning 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 Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |