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Ishares Tr sustnble msci shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $305k 3.9k 78.71
2023-12-31 $347k 4.3k 81.06
2023-09-30 $354k 4.8k 74.51
2023-06-30 $850k 11k 79.05
2023-03-31 $870k 11k 79.19

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth Management

Top funds holding Ishares Tr sustnble msci

CWM
Jane Street
Mission Wealth Management
Wealth Enhancement Advisory Services
Financial Gravity Wealth
Bank of America Corporation
Dynamic Advisors Solutions
Royal Bank of Canada
Citigroup
Advisor Group Holdings
Citadel Advisors
Bank Of Montreal
Hsbc Holdings
Commonwealth Equity Services
Aspiriant

View all funds holding Ishares Tr sustnble msci