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Ishares Tr esg msci le shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe 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 Beacon Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 3.0k 117.05
2023-03-31 $317k 4.4k 71.26

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

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