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Ishares Tr esg usd corpt shares owned by Two West Capital Advisors

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

Historical chart of Two West Capital 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 Two West Capital 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 Two West Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $294k 13k 23.38
2025-09-30 $287k 12k 23.79
2025-06-30 $245k 11k 23.13

More positions owned by Two West Capital Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Univrsl Usd (IUSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Two West Capital Advisors

Top funds holding Ishares Tr esg usd corpt

Envestnet Asset Management
Jpmorgan Chase & Co
Wealthfront Advisers
LPL Financial
Envestnet Portfolio Solutions
Betterment
Ameriprise Financial
Creative Planning
Acorns Advisers
Cetera Investment Advisers
FMR
Fisher Investments
Park Avenue Securities
CWM
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt