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Ishares Tr esg usd corpt shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $778k 33k 23.79
2024-06-30 $754k 33k 23.17

More positions owned by EverSource Wealth Advisors

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Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
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Vanguard Ftse Emerging Markets Etf Etf (VWO)
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Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Wealthfront Advisers
Babson Capital Management
LPL Financial
Creative Planning
Morgan Stanley
Acorns Advisers
Fisher Investments
CWM
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
Wells Fargo & Company

View all funds holding Ishares Tr esg usd corpt