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Ishares Tr esg 1 5 yr usd shares owned by Wealthsimple US

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

Historical chart of Wealthsimple US 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 Wealthsimple US 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 Wealthsimple US

Quarter filed Position value Share count Share price at filing
2021-03-31 $5.5M 210k 25.98
2020-12-31 $5.5M 209k 26.18
2020-09-30 $4.7M 178k 26.11

More positions owned by Wealthsimple US

Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Esg Us Stk Etf (ESGV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Msci Emerg Mrkt (EEMV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Square Cl A (XYZ)

View all positions for Wealthsimple US

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Morgan Stanley
Ameriprise Financial
Envestnet Asset Management
Acorns Advisers
Bank of New York Mellon
Savant Capital Management
Thrivent Financial for Lutherans
Wells Fargo & Company
Sontag Advisory
Modera Wealth Management
EP Wealth Advisors
Perigon Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd