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Ishares Tr sustnble msci shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth 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 Strategic Wealth 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3k 76 83.20

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
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Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
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State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Msci Eafe Etf Etf (EFA)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
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International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

Top funds holding Ishares Tr sustnble msci

CWM
Royal Bank of Canada
LPL Financial
Harel Insurance Investments & Financial Services
Flow Traders US
Foster Dykema Cabot & Partners
Aspiriant
Wealth Enhancement Advisory Services
Colony
UBS Group
Advisor Group Holdings
Cetera Investment Advisers
Dynamic Advisors Solutions
Jane Street
Modera Wealth Management

View all funds holding Ishares Tr sustnble msci