BFSG »

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

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

Quarterly reported holdings in Ishares Tr esg msci le by BFSG

Quarter filed Position value Share count Share price at filing
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

More positions owned by BFSG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard World Energy Etf (VDE)
Ishares Gold Tr Ishares New (IAU)
Church & Dwight (CHD)
CSX Corporation (CSX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Raytheon Technologies Corp (RTX)
Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)

View all positions for BFSG

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Jpmorgan Chase & Co
Mercer Global Advisors
Royal Bank of Canada
Creative Planning
Wealth Enhancement Advisory Services
Hanson McClain Advisors
First Ascent Asset Management
Principal Financial Group
Wealthsource Partners
One Wealth Advisors
Ellevest
Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
W Advisors

View all funds holding Ishares Tr esg msci le