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Tolleson Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Tolleson 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 Tolleson Wealth Management

Quarter filed	Position value	Share count	Share price at filing
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

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)

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Ishares International Equity Factor Etf Etf (INTF)

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)

First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)

Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

Spdr S&p 500 Etf Trust Etf (SPY)

Ishares Msci Intl Quality Factor Etf Etf (IQLT)

Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

Ishares Msci Eafe Etf Etf (EFA)

Ishares Russell Midcap Etf Etf (IWR)

Ishares Russell 1000 Growth Etf Etf (IWF)

Ishares Russell Mid-cap Growth Etf Etf (IWP)

Ishares Russell 1000 Value Etf Etf (IWD)

Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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