Ishares Tr esg msci le shares owned by Beacon Financial
Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Ishares Tr esg msci le
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Quarterly reported holdings in Ishares Tr esg msci le by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $637k | 5.4k | 117.04 |
| 2025-06-30 | $590k | 5.4k | 108.35 |
| 2025-03-31 | $556k | 5.8k | 95.81 |
| 2024-12-31 | $606k | 5.9k | 103.04 |
| 2024-09-30 | $598k | 5.9k | 101.52 |
| 2024-06-30 | $574k | 5.9k | 97.43 |
| 2024-03-31 | $581k | 6.2k | 93.85 |
| 2023-12-31 | $564k | 6.7k | 84.38 |
| 2023-09-30 | $529k | 6.6k | 79.68 |
| 2023-06-30 | $508k | 6.6k | 76.52 |
| 2023-03-31 | $572k | 6.6k | 86.16 |
| 2022-12-31 | $524k | 7.9k | 66.30 |
| 2022-09-30 | $461k | 7.4k | 62.60 |