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Ishares Tr esg msci le shares owned by Community Fin'l Svs

Quarter-by-quarter ownership of Ishares Tr esg msci le (SUSL) shares owned by Community Fin'l Svs from 13F filings

Historical chart of Community Fin'l Svs 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 Community Fin'l Svs 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 Community Fin'l Svs

Quarter filed Position value Share count Share price at filing
2024-03-31 $433k 4.6k 93.85
2023-09-30 $1.6M 21k 75.41
2021-12-31 $926k 11k 84.38
2021-09-30 $562k 7.4k 75.57
2021-06-30 $505k 6.7k 75.07

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View all positions for Community Fin'l Svs

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