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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

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Quarterly reported holdings in Ishares Tr esg usd corpt by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 12k 23.23
2023-09-30 $307k 14k 21.73
2023-06-30 $281k 12k 22.78

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Top funds holding Ishares Tr esg usd corpt

Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Wealthfront Advisers
CWM
Fisher Investments
Creative Planning
Betterment
Advisor Group Holdings
Babson Capital Management
Park Avenue Securities
Royal Bank of Canada
UBS Group
Bank of New York Mellon
One Wealth Advisors
IMPACTfolio

View all funds holding Ishares Tr esg usd corpt