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Ishares Tr sustnble msci shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr sustnble msci by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $674k 8.0k 84.22
2025-09-30 $569k 6.8k 83.20
2025-06-30 $518k 6.8k 75.86
2025-03-31 $432k 6.0k 72.39

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View all positions for Larson Financial Group

Top funds holding Ishares Tr sustnble msci

CWM
Royal Bank of Canada
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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