Ishares Tr sustnble msci shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in Ishares Tr sustnble msci
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All positions including Ishares Tr sustnble msci held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr sustnble msci by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $409k | 5.7k | 71.56 |
| 2024-09-30 | $475k | 5.6k | 84.79 |
| 2024-06-30 | $405k | 5.4k | 75.07 |
| 2024-03-31 | $427k | 5.4k | 78.71 |
| 2023-09-30 | $370k | 5.0k | 74.52 |
| 2023-06-30 | $392k | 5.0k | 79.05 |
| 2023-03-31 | $474k | 6.0k | 79.19 |
| 2022-12-31 | $250k | 3.2k | 78.91 |
| 2022-09-30 | $427k | 6.0k | 70.87 |
| 2022-06-30 | $468k | 5.9k | 79.92 |
| 2022-03-31 | $391k | 4.6k | 85.35 |
| 2021-12-31 | $232k | 2.6k | 90.91 |
| 2021-09-30 | $245k | 2.6k | 96.00 |
| 2021-06-30 | $261k | 2.6k | 99.28 |
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