Ishares Tr sustnble msci shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $747k | 9.0k | 83.20 |
| 2025-06-30 | $681M | 9.0k | 75860.02 |
| 2025-03-31 | $650M | 9.0k | 72389.98 |
| 2024-12-31 | $643k | 9.0k | 71.60 |
| 2024-09-30 | $761k | 9.0k | 84.74 |
| 2024-03-31 | $707k | 9.0k | 78.73 |
| 2023-12-31 | $728k | 9.0k | 81.07 |
| 2023-09-30 | $669k | 9.0k | 74.50 |
| 2023-06-30 | $710k | 9.0k | 79.06 |
| 2023-03-31 | $1.5M | 18k | 79.16 |
| 2022-12-31 | $1.4M | 18k | 78.89 |
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