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Ishares Tr esg usd corpt shares owned by Keystone Financial Services

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

Historical chart of Keystone Financial Services 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 Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 20k 23.27
2023-09-30 $360k 17k 21.76
2023-06-30 $370k 16k 22.74
2023-03-31 $375k 16k 23.02
2022-12-31 $562k 24k 23.28
2022-06-30 $238k 10k 23.75

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Keystone Financial Services

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