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Ishares Tr esg usd corpt shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 81k 22.00
2025-06-30 $1.4M 60k 23.23
2025-03-31 $907k 39k 23.06

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Ishares Tr Core S&p Us Vlu (IUSV)
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Vanguard World Mega Grwth Ind (MGK)
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Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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