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Ishares Tr esg usd corpt shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong 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 Lifelong 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $534k 23k 23.56
2025-06-30 $525k 23k 23.23
2025-03-31 $442k 19k 23.06
2024-12-31 $418k 18k 22.72

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

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