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Ishares Tr sustnble msci shares owned by CVA Family Office

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

Historical chart of CVA Family Office investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr sustnble msci by CVA Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $53k 625 84.79
2024-06-30 $47k 625 75.07

More positions owned by CVA Family Office

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for CVA Family Office

Top funds holding Ishares Tr sustnble msci

CWM
Mission Wealth Management
Wealth Enhancement Advisory Services
Bank of America Corporation
Dynamic Advisors Solutions
Advisor Group Holdings
Citigroup
Royal Bank of Canada
Susquehanna International
Aspiriant
Axiom Advisory
Foster Dykema Cabot & Partners
LPL Financial
Citadel Advisors
Berkshire Bank

View all funds holding Ishares Tr sustnble msci