Ishares Tr sustnble msci shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $429k | 5.2k | 83.20 |
| 2025-06-30 | $391k | 5.2k | 75.86 |
| 2025-03-31 | $404k | 5.6k | 72.39 |
| 2024-12-31 | $399k | 5.6k | 71.56 |
| 2024-09-30 | $410k | 4.8k | 84.79 |
| 2024-06-30 | $363k | 4.8k | 75.07 |
| 2024-03-31 | $410k | 4.8k | 84.79 |
| 2023-12-31 | $370k | 4.6k | 81.05 |