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Ishares Tr esg msci le shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 168k 101.52
2024-06-30 $17M 175k 97.43
2024-03-31 $17B 179k 93849.96
2023-09-30 $198k 2.6k 75.40

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

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