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Ishares Tr esg msci le shares owned by BFSG

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

Historical chart of BFSG 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 BFSG 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 BFSG

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 28k 101.52
2024-06-30 $2.8M 28k 97.43
2024-03-31 $2.7M 28k 93.85
2023-12-31 $2.4M 29k 84.38
2023-09-30 $2.1M 28k 75.42
2023-06-30 $2.2M 28k 77.42

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View all positions for BFSG

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
Sanctuary Advisors
Principal Financial Group
Resources Investment Advisors
One Wealth Advisors
W Advisors
Bank of America Corporation

View all funds holding Ishares Tr esg msci le