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Ishares Tr esg msci le shares owned by Affinity Capital Advisors

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

Historical chart of Affinity Capital Advisors investment in Ishares Tr esg msci le

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg msci le held by Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $725k 7.1k 101.52
2024-03-31 $358k 3.8k 93.85
2023-12-31 $322k 3.8k 84.38
2023-09-30 $342k 4.5k 75.41

More positions owned by Affinity Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Affinity Capital Advisors

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
Sanctuary Advisors
Principal Financial Group
Resources Investment Advisors
One Wealth Advisors
W Advisors
Bank of America Corporation

View all funds holding Ishares Tr esg msci le