Atomi Financial Group »

Ishares Tr esg msci le shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial Group 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 Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg msci le by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $501k 4.3k 117.04

More positions owned by Atomi Financial Group

Apple Put Option (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Robinhood Mkts Com Cl A (HOOD)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Meta Platforms Cl A (META)
Ishares Tr U S Equity Factr (LRGF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Atomi Financial Group

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Mercer Global Advisors
Jpmorgan Chase & Co
FMR
Royal Bank of Canada
Wealth Enhancement Advisory Services
Creative Planning
Hanson McClain Advisors
Ellevest
GeoWealth Management
CliftonLarsonAllen Wealth Advisors
Pathstone Holdings
Resources Investment Advisors
Robertson Stephens Wealth Management
One Wealth Advisors

View all funds holding Ishares Tr esg msci le