Ishares Tr sustnble msci shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 4.7k | 83.19 |
| 2025-06-30 | $359k | 4.7k | 75.85 |
| 2025-03-31 | $345k | 4.8k | 72.40 |
| 2024-12-31 | $240k | 3.4k | 71.57 |
| 2024-09-30 | $458k | 5.4k | 84.79 |
| 2024-06-30 | $408k | 5.4k | 75.07 |
| 2024-03-31 | $471k | 6.0k | 78.71 |
| 2023-12-31 | $481k | 5.9k | 81.07 |
| 2023-09-30 | $417k | 5.6k | 74.60 |
| 2023-06-30 | $435k | 5.5k | 79.11 |
| 2023-03-31 | $508k | 6.4k | 79.12 |
| 2022-12-31 | $470k | 6.0k | 78.87 |
| 2022-09-30 | $384k | 5.4k | 70.85 |
| 2022-06-30 | $424k | 5.3k | 79.82 |
| 2022-03-31 | $452k | 5.3k | 85.33 |
| 2021-12-31 | $380k | 4.2k | 90.84 |
| 2021-09-30 | $64k | 661 | 96.82 |
| 2021-06-30 | $50k | 502 | 99.60 |
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