Glassman Wealth Services »

Ishares Tr esg msci le shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr esg msci le by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 172 117.05
2025-06-30 $19k 172 108.35
2025-03-31 $17k 172 95.81
2024-12-31 $18k 172 103.04

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Glassman Wealth Services

Top funds holding Ishares Tr esg msci le

Banca d'Italia
Mercer Global Advisors
Jpmorgan Chase & Co
FMR
Royal Bank of Canada
Wealth Enhancement Advisory Services
Creative Planning
Hanson McClain Advisors
Ellevest
GeoWealth Management
CliftonLarsonAllen Wealth Advisors
Pathstone Holdings
Resources Investment Advisors
Robertson Stephens Wealth Management
One Wealth Advisors

View all funds holding Ishares Tr esg msci le