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Ishares Tr esg usd corpt shares owned by Keener Financial Planning

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

Historical chart of Keener Financial Planning 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 Keener Financial Planning 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 Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 1.1k 23.21
2023-12-31 $15k 638 23.51

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Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
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Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
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Texas Instruments Incorporated (TXN)

View all positions for Keener Financial Planning

Top funds holding Ishares Tr esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
Babson Capital Management
CWM
Fisher Investments
LPL Financial
Creative Planning
Betterment
Park Avenue Securities
BlackRock
Royal Bank of Canada
UBS Group
Bank of New York Mellon
Wells Fargo & Company

View all funds holding Ishares Tr esg usd corpt