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Ishares Tr esg msci le shares owned by Ellevest

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

Historical chart of Ellevest 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 Ellevest 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 Ellevest

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 83k 93.85
2023-12-31 $6.5M 77k 84.38
2023-09-30 $5.3M 70k 75.41

More positions owned by Ellevest

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Esg Slc (SUSA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Ellevest

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