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Ishares Tr esg usd corpt shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman 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 Wagner Bowman 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 9.4k 23.79
2024-06-30 $234k 10k 22.72

More positions owned by Wagner Bowman Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard World Health Car Etf (VHT)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Wagner Bowman Management

Top funds holding Ishares Tr esg usd corpt

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

View all funds holding Ishares Tr esg usd corpt