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Ishares Tr esg msci le shares owned by Harbour Investments

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

Historical chart of Harbour Investments 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 Harbour Investments 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 Harbour Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 534 101.52
2024-06-30 $373k 3.8k 97.43
2024-03-31 $366k 3.9k 93.85
2023-12-31 $332k 3.9k 84.38
2023-09-30 $40k 534 75.41
2023-06-30 $41k 534 77.42

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Harbour Investments

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
Principal Financial Group
Resources Investment Advisors
Sanctuary Advisors
One Wealth Advisors
W Advisors
Bank of America Corporation

View all funds holding Ishares Tr esg msci le