Ishares Tr sustnble msci shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in Ishares Tr sustnble msci
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr sustnble msci held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr sustnble msci by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79k | 950 | 83.20 |
| 2025-06-30 | $72k | 950 | 75.86 |
| 2025-03-31 | $69k | 950 | 72.39 |
| 2024-12-31 | $68k | 950 | 71.56 |
| 2024-09-30 | $81k | 950 | 84.79 |
| 2024-06-30 | $71k | 950 | 75.07 |
| 2024-03-31 | $110k | 1.4k | 78.71 |
| 2023-12-31 | $114k | 1.4k | 81.05 |
| 2023-09-30 | $104k | 1.4k | 74.52 |
| 2023-06-30 | $111k | 1.4k | 79.05 |
| 2023-03-31 | $111k | 1.4k | 79.19 |
| 2022-12-31 | $111k | 1.4k | 78.91 |
More positions owned by Tanglewood Legacy Advisors
View all positions for Tanglewood Legacy Advisors