Ishares Tr sustnble msci shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 2.5k | 83.19 |
| 2025-03-31 | $1.0M | 14k | 72.39 |
| 2024-12-31 | $7.7M | 108k | 71.56 |
| 2024-09-30 | $10M | 118k | 84.79 |
| 2024-06-30 | $9.2M | 123k | 75.07 |
| 2024-03-31 | $11M | 138k | 78.71 |
| 2023-12-31 | $11M | 136k | 81.05 |
| 2023-09-30 | $10M | 134k | 74.52 |
| 2023-06-30 | $11M | 136k | 79.05 |
| 2023-03-31 | $11M | 137k | 79.19 |
| 2022-12-31 | $11M | 137k | 78.91 |
| 2022-09-30 | $10M | 141k | 70.87 |
| 2022-06-30 | $12M | 145k | 79.88 |
| 2022-03-31 | $10M | 120k | 85.30 |
| 2021-12-31 | $9.7M | 107k | 90.76 |
| 2021-09-30 | $8.5M | 88k | 96.06 |
| 2021-06-30 | $8.0M | 81k | 99.37 |
| 2021-03-31 | $7.0M | 74k | 94.84 |
| 2020-12-31 | $6.1M | 65k | 93.36 |
| 2020-09-30 | $4.2M | 52k | 80.47 |
| 2020-06-30 | $3.2M | 47k | 68.15 |
| 2020-03-31 | $2.3M | 41k | 57.47 |
| 2019-12-31 | $2.1M | 32k | 65.45 |
| 2019-09-30 | $1.2M | 20k | 58.38 |
| 2019-06-30 | $876k | 15k | 57.69 |
| 2019-03-31 | $604k | 10k | 59.02 |
| 2018-12-31 | $297k | 5.6k | 52.93 |