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Ishares Tr esg usd corpt shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Tr esg usd corpt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg usd corpt held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg usd corpt by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $225k 10k 21.76
2023-03-31 $821k 36k 23.02

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Tr esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
CWM
Fisher Investments
Creative Planning
Betterment
Advisor Group Holdings
Babson Capital Management
Park Avenue Securities
Royal Bank of Canada
UBS Group
Bank of New York Mellon
One Wealth Advisors
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt