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Ishares Tr sustnble msci shares owned by ORG Partners

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr sustnble msci by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 169 84.79
2024-06-30 $13k 169 75.00

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

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