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Ishares Tr esg usd corpt shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $349k 15k 23.27
2023-09-30 $325k 15k 21.76
2023-06-30 $341k 15k 22.74

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding Ishares Tr esg usd corpt

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View all funds holding Ishares Tr esg usd corpt