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Ishares Tr esg usd corpt shares owned by Warner Financial

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

Historical chart of Warner Financial 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 Warner Financial 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 9.7k 23.39

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab US Large Cap Growth ETF Etf (SCHG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Apple Stock (AAPL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Warner Financial

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
Fisher Investments
Park Avenue Securities
CWM
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt