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Ishares Tr esg msci le shares owned by Aries Wealth Management

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

Historical chart of Aries Wealth Management 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 Aries Wealth Management 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 Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $607k 6.0k 101.52
2024-06-30 $582k 6.0k 97.43
2024-03-31 $561k 6.0k 93.85
2022-03-31 $351k 4.4k 79.27

More positions owned by Aries Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Amazon (AMZN)
Caterpillar (CAT)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Aries Wealth Management

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