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Ishares Tr esg usd corpt shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 119k 23.56
2025-06-30 $2.3M 101k 23.23
2025-03-31 $1.6M 71k 23.06
2024-12-31 $859k 38k 22.72
2024-09-30 $33k 1.4k 23.79

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Wealthfront Advisers
LPL Financial
Envestnet Portfolio Solutions
Ameriprise Financial
Betterment
Creative Planning
Acorns Advisers
Cetera Investment Advisers
FMR
Morgan Stanley
Fisher Investments
Park Avenue Securities
CWM

View all funds holding Ishares Tr esg usd corpt