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Ishares Tr sustnble msci shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 2.7k 84.79
2024-06-30 $225k 3.0k 75.07
2024-03-31 $200k 2.5k 78.71

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic Wealth

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