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Ishares Tr esg msci le shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $975k 9.6k 101.52
2024-06-30 $901k 9.6k 93.85
2024-03-31 $901k 9.6k 93.85
2023-12-31 $810k 9.6k 84.38
2023-09-30 $724k 9.6k 75.41

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View all positions for Compass Ion Advisors

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