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Ishares Tr sustnble msci shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr sustnble msci by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $474k 5.6k 84.79
2024-06-30 $415k 5.5k 75.07

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

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