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Ishares Tr esg msci le shares owned by 55i

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by 55i from 13F filings

Historical chart of 55i investment in Ishares Tr esg msci le

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All positions including Ishares Tr esg msci le held by 55i consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg msci le by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $55M 893k 61.76
2022-06-30 $59M 891k 66.39
2022-03-31 $38M 478k 79.19
2021-12-31 $5.2M 62k 84.36
2021-09-30 $3.0M 40k 75.51
2021-06-30 $2.7M 36k 75.10
2021-03-31 $2.6M 38k 69.28
2020-12-31 $2.3M 36k 64.95
2020-09-30 $11M 191k 58.17
2020-06-30 $11M 199k 54.09
2020-03-31 $13M 259k 48.85

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Envestnet Asset Management
Mercer Global Advisors
Jpmorgan Chase & Co
Royal Bank of Canada
Creative Planning
Wealth Enhancement Advisory Services
Hanson McClain Advisors
GeoWealth Management
Principal Financial Group
Resources Investment Advisors
Sanctuary Advisors
One Wealth Advisors
W Advisors
Bank of America Corporation

View all funds holding Ishares Tr esg msci le