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Ishares Tr esg usd corpt shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management 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 Private Wealth Management 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 48k 23.79
2024-03-31 $969k 42k 22.99
2023-12-31 $653k 28k 23.27

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Wealthfront Advisers
LPL Financial
Babson Capital Management
Fisher Investments
Creative Planning
Morgan Stanley
Acorns Advisers
CWM
Cetera Investment Advisers
Park Avenue Securities
Mml Investors Services
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt