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Ishares Tr esg 1 5 yr usd shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd held by Davis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 45k 24.99

More positions owned by Davis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Isha Us Awar Etf (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Isha I In Te Etf (BAI)

View all positions for Davis Wealth Advisors

Top funds holding Ishares Tr esg 1 5 yr usd

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
EP Wealth Advisors
Royal Bank of Canada
Ameriprise Financial
Acorns Advisers
Wells Fargo & Company
Bank of New York Mellon
Savant Capital Management
Commonwealth Equity Services

View all funds holding Ishares Tr esg 1 5 yr usd