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Ishares Tr esg msci le shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 3.7k 117.05
2025-06-30 $406k 3.7k 108.35
2025-03-31 $378k 3.9k 95.82

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

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