One Wealth Capital Management »

Ishares Tr esg 1 5 yr usd shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management 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 One Wealth Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 9.9k 24.99
2024-12-31 $225k 9.1k 24.70

More positions owned by One Wealth Capital Management

Microsoft Corporation Put Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom Put Option (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ishares Tr Long Term Muni (LMUB)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Amazon Put Option (AMZN)

View all positions for One Wealth Capital Management

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