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Ishares Tr esg msci le shares owned by Biltmore Family Office

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

Historical chart of Biltmore Family Office 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 Biltmore Family Office 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 Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $936 8 117.00
2025-06-30 $867 8 108.38

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Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Sprott Asset Management Physical Gold Tr (PHYS)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Abbvie (ABBV)
Goldman Sachs (GS)
First Tr Exchange Traded Nasdq Artfcial (ROBT)
Bank of America Corporation (BAC)

View all positions for Biltmore Family Office

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