Ishares Tr esg usd corpt shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg usd corpt (SUSC) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr esg usd corpt by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 14k | 23.81 |
| 2024-06-30 | $253k | 11k | 22.76 |
| 2024-03-31 | $314k | 14k | 23.00 |
| 2023-12-31 | $275k | 12k | 23.23 |
| 2023-09-30 | $307k | 14k | 21.73 |
| 2023-06-30 | $281k | 12k | 22.78 |