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Ishares Tr esg msci le shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 30k 84.38
2023-09-30 $2.2M 29k 75.41
2023-06-30 $2.2M 28k 77.42
2023-03-31 $1.9M 27k 71.26
2022-12-31 $1.4M 21k 66.31

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View all positions for CI Private Wealth

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