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Ishares Tr sustnble msci shares owned by Highland Financial Advisors

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Highland Financial Advisors from 13F filings

Historical chart of Highland Financial Advisors investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Highland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 2.4k 84.22
2025-03-31 $241k 3.3k 72.39
2024-12-31 $218k 3.0k 71.57
2024-09-30 $242k 2.9k 84.88
2022-06-30 $218k 2.7k 80.06

More positions owned by Highland Financial Advisors

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Avantis Respon U (AVSU)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Ishares Tr sustnble msci

CWM
Royal Bank of Canada
LPL Financial
Harel Insurance Investments & Financial Services
Flow Traders US
Foster Dykema Cabot & Partners
Aspiriant
Wealth Enhancement Advisory Services
Colony
UBS Group
Advisor Group Holdings
Cetera Investment Advisers
Dynamic Advisors Solutions
Jane Street
Modera Wealth Management

View all funds holding Ishares Tr sustnble msci