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Ishares Tr esg usd corpt shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $696k 30k 22.99
2023-12-31 $705k 30k 23.27
2023-06-30 $204k 9.0k 22.74
2023-03-31 $207k 9.0k 23.02

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for MA Private Wealth

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