Ishares Tr sustnble msci shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 3.0k | 83.21 |
| 2025-06-30 | $227k | 3.0k | 75.86 |
| 2025-03-31 | $231k | 3.2k | 72.40 |
| 2024-12-31 | $231k | 3.2k | 71.56 |
| 2024-09-30 | $291k | 3.4k | 84.80 |
| 2024-06-30 | $287k | 3.8k | 75.08 |
| 2024-03-31 | $291k | 3.7k | 78.67 |
| 2023-09-30 | $277k | 3.7k | 74.53 |
| 2023-06-30 | $349k | 4.4k | 79.04 |
| 2023-03-31 | $204k | 2.6k | 79.22 |
| 2021-06-30 | $219k | 2.2k | 99.36 |
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