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Ishares Tr esg usd corpt shares owned by Williams Financial

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

Historical chart of Williams 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 Williams 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 11k 22.99
2023-12-31 $228k 9.8k 23.27
2023-09-30 $213k 9.8k 21.76
2023-06-30 $200k 8.8k 22.74

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Lockheed Martin Corporation (LMT)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
SYSCO Corporation (SYY)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Williams Financial

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